Tasks

Every deal you are working on should have a clearly defined next step. Tasks are where that next step lives — attached to the company, contact, deal or meeting it came from, visible to your team, and impossible to lose in a personal to-do app.

Creating New Tasks

The point is to capture a commitment the moment it is made, so there are several routes:

• Press T from any page to open the composer. On a company, contact or deal the task links to that record; on a meeting page it links to the meeting.

• From a list — click the Next steps cell in any list or board view that shows it and use Add a task. The task links to that record.

• From the Tasks page — Add task in the top right, with every setting available.

• From an agent — the Add a task action creates tasks when a trigger fires, after a call or a stage change for instance. With a Notetakers connected, action items discussed on a call arrive as tasks on the right record by themselves.

Assigning Values to a Task

• Title and linked records — the field reads "Task title - use @ to link companies, contacts, deals". Type @ and a name to link the record.

• Description — optional, under the title.

• Deadline — the date picker in the toolbar, or natural language in the title: "by Monday", "next Tuesday", "on Wednesday".

• Assignees — Add participants in the toolbar.

• Priority — No priority, Urgent, High, Medium or Low, changeable later.

Where to see your tasks in Zero

Tasks in the left sidebar groups everything by deadline — Overdue first, then Not scheduled, then by month — so the order is the order to work in. It shows your own tasks by default; the user picker in the top right switches to All users or a teammate. Filter tasks narrows by Assigned to, Deadline, Priority, Done, or the linked Companies, Contacts and Deals. The Not scheduled group starts collapsed, and dragging one of those tasks onto a date gives it a deadline.

In context, tasks show up two ways: the Next steps property in any list or board view surfaces the open tasks on each record, and every company, deal and contact has a Tasks tab.

Recommendations

The second tab on the Tasks page is Recommendations — the full queue of work Zero has spotted in your CRM, the same queue that feeds the cards on Home. It is grouped into categories such as Follow-ups, Meetings, Customer issues, Churn risk, Reactivation, New opportunities and CRM upkeep, and Filter recommendations narrows it.

Each row's ⋯ menu offers Mark as done, Decline, Snooze (until tomorrow or a date you pick), Assign to a teammate, and Open in focus mode, which hands the item to a chat so you can work it through. See Recommendations.