Create a follow-up task

Tasks help you track follow-up work after finding a company, contact, or opportunity. Use them for outreach, research, qualification, enrichment checks, or handoffs.

Create a task

1. Open the company, contact, list, or job where the follow-up belongs.
2. Choose Create task or the available task action.
3. Add a short title that starts with the action to take.
4. Add due date, assignee, notes, or related records if available.
5. Save the task and review it from your task view or related record.

Write useful task titles

Good task titles are specific:

• "Call finance contact about renewal timing"
• "Review companies in DACH manufacturing list"
• "Check missing email for priority lead"
• "Prepare candidate shortlist for sales role"

Tips

• Assign ownership before saving when a teammate needs to act.
• Add enough context that the next person does not need to reconstruct the workflow.
• Close tasks when the action is done so shared views stay reliable.