---
title: CRM Pro Tasks
description: Create, manage, and track tasks across CRM Pro - from the Tasks page or anywhere in the platform.
---
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# CRM Pro Tasks
## Create, manage, and track tasks across CRM Pro - from the Tasks page or anywhere in the platform.
#### The Tasks Page
The Tasks page is accessible from the main menu and gives you a full view of all your tasks in one place. Use the tabs at the top to filter by task type:
- **All** — every task regardless of type
- **Call** — phone call tasks
- **Email** — email follow-up tasks
- **Meeting** — scheduled meeting tasks
- **Tour** - a showing event
- **To Do** — general action items
---
#### Creating a Task
Click **+ Task** to open the Create Task form and fill in the following:
| Field | Notes |
| --- | --- |
| Task Type | Call, Email, Meeting, or To Do |
| Task Name | Required |
| Due Date | Required |
| Priority | High, Medium, or Low (Overdue is an additional status added when the Due Date becomes in the past) |
| Status | Planned, In Progress, or Done |
| Assigned To | Defaults to you — can be reassigned |
| Linked to Contacts | Search and select one or more contacts |
| Linked to Company | Search and select a company |
| Linked to Property | Search and select a property |
| Linked to Deal | Search and select a deal |
| Linked to Listing | Search and select a listing |
| Linked to Opportunity | Search and select an opportunity |
| Notes | Optional free-text field |
---
#### Task Status & Priority
Each task card displays its current status and priority at a glance.
**Status:**
- **Planned** — task is scheduled but not started
- **In Progress** — task is actively being worked on; shows a completion percentage if a checklist is attached
- **Done** — task is complete; disappears from the active list after the page is refreshed
**Priority:**
- High
- Medium
- Low
---
#### Searching & Filtering Tasks
Use the **Advanced Search** on the Tasks page to find tasks by:
- Linked to Contacts
- Linked to Company
- Linked to Property
- Linked to Deal
- Linked to Listing
Space appears if a listing has spaces.
- Linked to Opportunity
---
#### Adding Reminders to Tasks
CRM Pro users can now set a reminder on any task — at the due time, or 30 minutes, 1 hour, 1 day, or 1 week before, plus a custom option. Reminders go out by email and in-app notification, stop automatically once a task is completed or overdue, and are visible only to the user who set them.
### Accessing Reminders
The **My Reminders** tab will be available inside the task pop-up throughout CRM Pro, including in:
- Tasks page
- Deals \> Tasks
- Property \> Tasks
- Listing \> Tasks
### Setting a Reminder
Inside the **My Reminders** tab, click **Set a Reminder**. The form includes:
**Message** — a free-text field for a personal note about this reminder.
**Remind** — choose when you want to be notified:
| Option | When you'll be notified |
| --- | --- |
| No Reminder | No notification sent |
| At Task Due Time | At the exact due date and time of the task |
| 30 Minutes Before | 30 minutes before the due time |
| 1 Hour Before | 1 hour before the due time |
| 1 Day Before | 1 day before the due date |
| 1 Week Before | 1 week before the due date |
| Custom | You choose the exact date and time |
### Recurring Reminders
To repeat a reminder on a regular schedule, check the **Repeat** checkbox, then enter a number and choose a frequency: Days, Weeks, Months, or Years.
### Reminder Notifications
When a reminder fires, you'll receive both an in-app notification and an email. Reminders will automatically stop when the task is marked as Done or the task's due date has passed.
### Setting Your Timezone
Reminders are sent based on your personal timezone setting. To check or update it, go to **User Settings \> Preferences \> My Timezone**. It defaults to your primary office timezone.
---
#### Tasks Throughout CRM Pro
You don't have to go to the Tasks page to manage tasks. They surface throughout CRM Pro wherever they're relevant:
- **Contact Profile** — the Tasks widget shows all tasks linked to that contact
- **CRM Dashboard** — Upcoming Tasks and Overdue Tasks widgets
- **Opportunity Cards** — open tasks linked to that opportunity are shown on the card
- **Outlook Plugin** — view and update tasks linked to a contact directly from Outlook
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