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A task is a reminder with a due date: call a customer back, send a price list, drop off samples. Made on a contact, it shows on that person’s page and in your team’s Task Queue, so the next step doesn’t get lost. This guide plans two follow-ups for Priya Shah of Fernwood Bakery, who asked Northwind about wholesale coffee: one that is already late and one for tomorrow.

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Add a task to a contact

1

Open the contact

Click CRM in the left rail, then Contacts, then the person’s name.
2

Choose Task

Click Log activity at the top of their activity, then Task.
The Log activity button and its menu: Email, Note, Log call, Meeting and Task, with Log activity and Task outlined

Task, in the Log activity menu

3

Describe it and set the due date

Type a short Task title, and under it what needs to be done. Pick the Due date and time: the line under the box shows the time zone it uses, your computer’s. Then click Save task.
Log task: Call Priya about the sample, what to ask her, Due date 10/22/2026 10:00 AM and Your time zone (America/Los Angeles), with the due date and Save task outlined

A call for tomorrow morning

After a few seconds the task appears at the top of the contact’s activity. Northwind added a second task for Priya, due yesterday, to ship her a sample.

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Work through the Task Queue

Click Nurture at the top of the CRM, then Tasks.
The Nurture menu open with Sequences, Tasks and Inbox replies, and Tasks outlined

Tasks, in the Nurture menu

The Task Queue lists every open task on your account in three groups: Overdue, Due Today and Upcoming. Each task shows its due date, the contact it is for and who owns it, and the Overview on the right counts each group.
Task Queue: 13 open tasks, 6 overdue, with Ship Priya the 2 lb Yirgacheffe sample at the top of Overdue, outlined, and the Overview counts on the right

Priya's sample, overdue

Due Today with one task, and Upcoming with Call Priya about the sample, Oct 22, 2026, Priya Shah, outlined

Tomorrow's call, under Upcoming

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Finish, change or delete a task

Click a task to open it on the right. Mark complete finishes it, Edit changes its subject, notes or due date, and Delete removes it. To finish a task without opening it, click the circle at the start of its row.
The Task Queue with Ship Priya the 2 lb Yirgacheffe sample selected and outlined, and the Task Detail panel on the right with its due date, Priya Shah and the Mark complete and Edit buttons outlined

A task, open on the right

Edit Task with Subject, Notes and Due date 10/20/2026 03:00 PM, with the due date and Save changes outlined

Edit Task

A finished task leaves the list. To see finished tasks again, change Open tasks to All tasks: they are under Completed.
Completed with two tasks, and Ship Priya the 2 lb Yirgacheffe sample outlined

The shipped sample, under Completed

On the contact’s Tasks tab, each task shows when it is due, and a finished one also shows when it was completed. The tab’s New task button adds another task for that person.
The contact's Tasks tab with two tasks: Ship Priya the 2 lb Yirgacheffe sample, Due Oct 20, 2026, Completed Oct 21, 2026, and Call Priya about the sample, Due Oct 22, 2026, with the dates and the New task button outlined

Priya's tasks, on her Tasks tab

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Add a task that isn’t about one person

New Task at the top of the Task Queue adds a task that is tied to no contact, such as ordering more coffee bags. Give it a Subject, notes and a Due date, then click Create Task. To tie a task to a person, add it from their contact page instead.
Create Task: Order more 5 lb wholesale bags, a note, Due date 10/23/2026 12:00 PM, and the Create Task button outlined

A task for the roastery

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See your own day in My queue

Click Reports at the top of the CRM, then My queue.
The Reports menu open with Insights and My queue, and My queue outlined

My queue, in the Reports menu

My queue lists only your own open tasks, calls and meetings, grouped as Overdue, Today and Upcoming and sorted by due date. A day ends at midnight in the time zone of your profile, which you set under Settings > Profile. Tick the box next to an item to mark it done.
My queue, Upcoming: Call Priya about the sample, Priya Shah, Oct 22, and Order more 5 lb wholesale bags, Oct 23, outlined

The next two things to do

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Good to know

  • A task is overdue as soon as its due time passes, even earlier the same day.
  • A task belongs to the person who made it, and shows in their My queue.
  • Calls you log show in My queue too. A call saved with Log activity > Log call stays under Today until you tick it.
  • More: Follow Up a Lead from Your Website logs a call on a contact, and Add and Manage CRM Contacts covers contacts.