> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hiveku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Plan Your Follow-Ups with Tasks

> Give yourself a task with a due date on a contact, work through your Task Queue, mark tasks done, and see your own day in My queue

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.

## 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](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-01-log-activity-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=03b960b5da23a7e9de86a1dc58fc92d8)

**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](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-02-new-task-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=5c011f955f7a28180f3a991bbfead3f9)

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.

## 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](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-00-nurture-menu-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=cb0f80c72578bb8f016be68f8b6844dc)

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](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-03-queue-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=8710ca33ef27de03e7bb76185e1b7284)

![Due Today with one task, and Upcoming with Call Priya about the sample, Oct 22, 2026, Priya Shah, outlined](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-04-upcoming-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=3e0ba081242a3a7432f478214c1da8b2)

## 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](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-05-detail.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=1f6d51b8f1e218dd44412cbed4314857)

![Edit Task with Subject, Notes and Due date 10/20/2026 03:00 PM, with the due date and Save changes outlined](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-06-edit-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=579636c33d551a940a68b5b53caf5a0d)

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](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-08-completed-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=760bb923e30c8de597f13f1f0418b0b7)

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](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-02b-contact-tasks-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=722e565c3ff1f01b0b6d1697c43776ec)

## 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](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-09-new-task-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=db1094a08528ab9b596acdd44ef3bc95)

## 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](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-10-reports-menu-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=010a27557e9c774b4a7388e88e8f2432)

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](https://mintcdn.com/locusdigital/SRId8oL5nHdCMLhY/images/how-tos/crm/task-11-my-queue-closeup.webp?fit=max\&auto=format\&n=SRId8oL5nHdCMLhY\&q=85\&s=c82d8bb0ceaccf06209ff6e5724195ca)

## 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](/how-tos/site-builder/follow-up-a-lead) logs a call on a contact, and [Add and Manage CRM Contacts](/how-tos/crm-contacts) covers contacts.


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