How to create a task from a deal or Kanban card

Tasks keep you accountable. Creating a task from a deal links the task directly to that opportunity, so you won't lose track of what needs to happen next.

Create a task from the deal panel

Open a deal → click the Tasks section → click "Add task" → write the task (e.g. "Send proposal") → set a due date → save. The task now appears in your Tasks section AND linked to the deal.

Create a task from the Kanban card

Click the three-dot menu on any Kanban card → "Add task" → write and save. Faster for quick actions when you're working in the board view.

Check off tasks as you complete them

Click the checkbox next to the task to mark it complete. Completed tasks show a strikethrough. You can always undo by clicking the checkbox again.