Task statuses
What each task status and priority means on the Tasks page, and how overdue tasks and reminders work.
Every task on the Tasks page has a Status and a Priority. You set both when you add a task with Add Task, and you can change them later by editing the task.
Statuses
Section titled “Statuses”| Status | What it means |
|---|---|
| To Do | The default for a new task. Work has not started. |
| In Progress | You are working on it. |
| Completed | The task is done. |
| Blocked | You cannot move forward until something else happens. |
Use the Status filter on the Tasks page to show one status at a time.
Priorities
Section titled “Priorities”Tasks use Low, Medium, High and Urgent. The Priority filter works the same way as the status filter.
Overdue tasks
Section titled “Overdue tasks”A task is overdue when its Due Date has passed and it is not Completed. When you have any, a red banner at the top of the Tasks page shows how many, for example 2 Overdue Tasks.
Reminders
Section titled “Reminders”Each task can also be linked to a Related Deal and a Related Project, both optional. You receive reminders about tasks as the due date approaches and when a task becomes overdue, depending on your notification settings.