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¶
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.
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.
