Tasks

Every deal you’re working on should have a clearly defined next step. Tasks are the way to go for this in Zero.

Why Tasks Matter

• They help you stay organized and prevent deals from stalling.

• Ensures that every deal has a concrete action to move it forward.

• Tasks capture commitments, follow-ups, or reminders, so nothing slips through the cracks.

Creating New Tasks

Capture tasks quickly to free up mental space. Here are the ways to create tasks within Zero:

• Keyboard Shortcut (“T”) Press T from any page to open the task generator immediately. If you’re viewing a specific object (company, contact, or deal), the new task will automatically link to that object.

• From List Views via “Next Steps” In any list view (companies, deals, contacts) that shows a “Next Steps” property, you can add a task directly there. The task will be created and linked to the corresponding record.

• Task Manager View Go to the Tasks Section. Click “Add Task” to create a task manually, with full control over its settings.

• Via Automation Use the “Add a Task” action in your workflows. Tasks can be generated automatically when certain triggers fire (e.g. after a call, after a deal stage change, etc.).

Assigning Values to a Task

When filling in task details, you can set various properties to ensure clarity:

• Owner(s): Type @ and select a user from the dropdown.

• Linked Records (Contacts, Companies, Deals): Type @ + [name] to search and link the correct contact, company, or deal.

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• Deadline:

  • Use the calendar icon to pick a date.

  • Or use natural-language phrasing such as “by Monday”, “next Tuesday”, “on Wednesday” to set the deadline.

• Priority: Click on the priority icon to set how urgent or important the task is. You can change it later from the task view.

Where to see your tasks in Zero

• Tasks Sections The Task Section in Zero shows you the relevant tasks for the next few days grouped by deadline, so you know what to focus on next.

  • By default, this section shows tasks assigned to you, but you can view tasks by assignee.

  • You can filter also tasks by owner, deadline, priority, status, or linked object type (contact/company/deal).

  • Unscheduled tasks are hidden by default. You can quickly assign them a deadline via drag-and-drop.

  
• “Next Steps” property In any list or kanban view, you can add the property "Next Steps" to see all open tasks connected to your record.

• Contextual Visibility On any company, deal, or contact record, you’ll see the open or linked tasks in the "Tasks" tab, so you always have visibility into outstanding actions in context.

Importing Tasks from Call Recorders

If your call recorder integration supports creating follow-up tasks automatically (for example: Circleback, Fathom), Zero will import such tasks and link them to the correct record. This helps reduce manual effort after calls. Read more about connecting your call recorder here: Call Recorders