All tasks
The All Tasks page provides a centralized view of all follow-up and engagement tasks associated with leads. These tasks help teams manage callbacks, appointment bookings, and other follow-up actions required to convert leads.
Users can monitor overdue tasks, completed tasks, task ownership, and task priority.
At the organizational level, navigate to Lead Management > All Tasks.
Each row represents a task associated with a lead. The default columns displayed are:
Due date and time – When the task is scheduled
Task type – Type of activity (for example, Call Back, Book Appointment)
Task description – Additional task details
Assigned to – Employee responsible for the task
Priority – Medium, Critical, etc.
Status – Completed or Overdue
Assigned lead – The lead associated with the task
Click the 3-dot menu next to each listing to:
Mark as Complete
Edit Task
Delete Task
Tasks display colored badges:
Overdue (Red) – Task was not completed by the due date
Completed (Green) – Task has been completed