Tasks - Clearline

Tasks track follow-up work for your team. A task can be assigned to a workspace user and linked to a contact or opportunity.

Task list

The task table shows:

Task
Status
Assignee
Due date
Linked contact
Created date
Custom fields from the data model

Use filters and saved views to manage active work.

Create a task

Go to Tasks.
Click New task.
Enter a title and details.
Assign the task when needed.
Set a due date when needed.
Link a contact or opportunity when relevant.

Complete a task

Open the task and update its status to completed when the work is done.

Screenshot placeholder: add the task table and task detail panel.

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