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Tasks & Activities

Stay on top of your to-do list with tasks, and keep a complete history of every interaction with activities. Both appear on contact, company, deal, and ticket timelines.

Tasks overview

Tasks

Tasks are actionable to-dos assigned to team members. They have due dates, priorities, and can be linked to any CRM record. Use tasks to track follow-ups, deadlines, and action items.

You
/tasks
Outsprint AI
You have 6 tasks: 1 overdue, 2 due today, and 3 upcoming. Your overdue task is "Follow up with Sarah Chen."

Activities

Activities are logged records of completed interactions -- calls, meetings, and manually logged emails. They build a history of every touchpoint with a contact.

The Unified Timeline

Every contact, company, deal, and ticket has a timeline that merges:

  • Completed tasks
  • Logged activities (calls, meetings)
  • Synced emails
  • Notes
  • Stage changes
  • Workflow events

The timeline gives you a complete picture of every interaction in chronological order.

Pro Tip

Type /tasks every morning to see what needs your attention today. Outsprint groups tasks by overdue, today, and upcoming.

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