How to use tasks and follow-ups

Tasks are how you track what needs to happen next on a deal — follow-up calls, sending a proposal, checking in after a demo. Every task has a due date, a priority, and an assignee, and overdue tasks trigger notifications so nothing slips. This article covers creating tasks, managing them from the Tasks section, and using them effectively across your pipeline.

Three ways to create a task

From inside a deal

1. Open the deal card
2. Click the Tasks tab
3. Click + New Task
4. Set the task name, due date, type, priority, and assignee

Tasks created this way are automatically linked to that deal — they appear both in the deal and in the global Tasks section.

From a Kanban card

Hover over any deal card on the Kanban board and click Add Task. This opens the task form without needing to open the full deal — useful for quickly adding follow-ups during a pipeline review.

From the Tasks section

Click Tasks in the left sidebar to open the global task list, then click + Create task. You can optionally link it to a deal from here. Use this for tasks that aren't tied to a specific deal — internal actions, admin reminders, general follow-ups.

Task fields

• Title — what needs to happen. Be specific: "Send revised proposal" beats "Follow up".
• Due date — when it needs to be done. Tasks with due dates trigger notifications.
• Type — categorise the task (call, email, meeting, etc.). Helps when reviewing your task list by type.
• Priority — flag urgent tasks so they stand out in the list.
• Assignee — who is responsible. Defaults to you; change to a team member to delegate.

The Tasks section — your daily follow-up list

Click Tasks in the left sidebar to see every task across all deals in one place. From here you can:

• Search tasks by title
• Filter by type, priority, or status (open, completed, overdue)
• Use checkboxes to select multiple tasks for bulk actions
• Switch the layout using the View button to focus on what matters today

The Tasks section is your daily to-do list for sales follow-ups. Starting your morning here — filtering to your overdue and due-today tasks — is a simple habit that keeps deals from going cold.

Completing and managing tasks

Mark a task complete by clicking the checkbox next to it. Completed tasks move out of your active list but remain in the deal's activity log as a record. You can reopen a completed task if needed.

To edit a task — change the due date, reassign, or update the title — click on it to open the edit form. To delete a task, use the task's action menu.

Task notifications

Teamopipe sends notifications for tasks via email, in-app, or both — depending on your notification settings. The default triggers are:

• Task assigned to you
• Task status changed
• Task due soon — 24 hours before the due date
• Task overdue — 24 hours after the due date passes

To configure notifications, go to Notifications in the left sidebar. You can set global preferences and fine-tune each notification type individually, choosing email, in-app, or both.

Bulk-creating tasks in List view

List view is the fastest way to add tasks to multiple deals at once. Switch to List view in any pipeline, find the deals you want to act on, and use the Add Task option on each row. This is much faster than opening each deal individually — useful at the end of a sales call block when you have five follow-ups to log.

If you run into issues, email support@teamopipe.com — we typically respond within 4 hours on business days.