Add a task

Add a task to a deal, company or person, or from the Schedule, and tick it off when it is done.

How-toChecked 2026-10-10

You will have a task with a date, on a record and on your Schedule.

On a record

  1. Open the company, person or deal.
  2. Press Task. Give it a title and a date.
  3. Save it.

It appears on the record and on the Schedule under Any time on its day, because a task has a date and no time. A Meeting is a task with a date. There is no calendar invite.

From the Schedule

  1. Open Schedule under Home. Choose Day, Week or List.
  2. Press New.
  3. Give it a title and date. A task on a record is written to the CRM. One with no record is kept on this device only, and the page says which.
The Schedule page, week view, with sample items
The Schedule, shown with sample items. 1 Day, Week and List. 2 Me and Team. 3 New.

Tick it off or move it

Tick a task to complete it or drag it to move it. Both write to the CRM, or to the device for a device task. Me and Team pick whose tasks you see.

What does not work

  • Tasks across your records says it is not connected if the CRM does not answer. The Schedule then shows device tasks and LinkedIn posts. A record's own tasks are always on its page.
  • Share your schedule is not connected. Nobody sees yours.
  • Google Calendar events and call backs are not drawn on the Schedule. Call backs are in the Caller console: Call backs.

More: Tasks and the Schedule.

  • Tasks and the ScheduleOne calendar of CRM tasks, your LinkedIn posts and tasks kept on this device. Some sources are not connected yet.
  • A company record in the CRMRead and work a company: its note box, tasks, activity, details and, where your setup allows it, its link to the UK book.
  • CRM problems, by messageThe CRM record and schedule controls that say Not connected yet, plus the save and set-up messages.