Managing tasks and priorities

While follow-ups are always attached to a lead, Tasks → New is for everything else — prepare a proposal, chase a supplier, update a price list.

Each task has:

• A priority — High, Medium, or Low
• A status — Pending, In Progress, or Completed
• An optional due date and assignee

Use priority + due date together to triage your team's workload from the Tasks list at a glance.