In Close.io, you can set tasks for yourself or other team members within any lead.
When to use tasks
- Noting a next step that's not in your normal workflow.
- Reaching out to another team member for help (share an update, provide support).
When not to use tasks
- Writing steps that are in your routine sales process. (We recommend Smart Views instead; they can automatically pull in leads from each part of your pipeline.)
Creating & Assigning Tasks
You can create a task for yourself or someone else on your team by going into any lead and clicking "add" to the right of the "Tasks" section located below the lead name.
You set a description, date, time, and select the person you would like to assign the task to. If you assign a task to anyone other than yourself, they will receive an email notification.
Viewing Tasks for a Specific Lead
From a specific lead, you can view any open and completed tasks for this lead.
Incomplete tasks (assigned to you or anyone on your team) show up on a lead in the top left corner of the lead page. To mark one as completed, just click the Done button.
Completed tasks show up in the Activities timeline on right right, based on the date of completion.
Viewing Tasks for All Leads
Inbox is your Tasks dashboard – the central place where you can view and manage your tasks. Tasks will automatically show up in your Inbox on the date they are scheduled for. But you can see all your tasks, if you'd like:
- Incomplete tasks for today (or a date in the past) show up in your Inbox.
- Incomplete tasks scheduled for a future date show up under Inbox > Future.
- Completed tasks show up under Inbox > Done
From Inbox, if you only want to view Tasks by themselves (rather than together with incoming emails, missed calls, etc.) then you can use the Tasks filter toward the top right of Inbox.
When using Inbox as designed, all tasks that are important for you today will show up in your Inbox already.
If you have a bunch of Tasks in your Inbox that aren't actionable today, we suggest doing a bulk cleanup either by marking them Done or by Snoozing them to a future date when you'd like to see them again. We don't recommend leaving a significant number of tasks in your Inbox for long periods of time.
If you find yourself frequently looking at Future tasks, it would help to think of a Task's date as a "notification date" (date you want to start seeing it in your Inbox) as opposed to a "due date" (latest date a task can be completed). If there are tasks in Future that you want to work on today, just select them and click "Move to Inbox", which will change their dates to today and move them to your Inbox.
Calendar Integration & Reminders
Learn about integrating your Close.io Tasks into a calendar, where you can also set reminders from.
Where are the times on my tasks?
For any task scheduled for today, we show the date and time directly in the Inbox list. For open tasks in Inbox with dates in the past (yesterday or earlier) we just show the date in the list view (since you've already missed the specific time). However, you can view the time by hovering your mouse over the date.
If you find yourself frequently looking at Future tasks, it would help to think of a Task's date as a "notification date" (date you want to start seeing it in your Inbox) as opposed to a "due date" (latest date a task can be completed). If there are tasks in Future that you want to work on today, just select them and click "Move to Inbox", which will change their dates to today and they will show up in Inbox.