Tasks

Manage all tasks within your workspace using the Tasks feature. This guide will show you how to create and manage tasks, switch between upcoming and completed tasks, edit task details, and much more.

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Common Use Cases

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Sales Follow-ups

• Meeting Next Steps: Create tasks for action items discussed during client calls
• Proposal Follow-ups: Set reminders to check on pending proposals
• Contract Reviews: Schedule tasks for contract negotiations and approvals

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Customer Success

• Onboarding Tasks: Automatically create onboarding checklists when deals close
• Check-in Reminders: Schedule regular customer health check calls
• Renewal Preparation: Set tasks to prepare for contract renewals 90 days in advance

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Internal Project Management

Beyond sales and customer success, Tasks support broader organizational needs:

• Product Development: Track feature releases, bug fixes, and development milestones
• Marketing Campaigns: Manage campaign launches, content creation, and promotional activities
• HR Operations: Handle recruitment processes, employee onboarding, and performance reviews
• Finance Tasks: Schedule budget reviews, invoice processing, and financial reporting
• Operations: Coordinate facility management, vendor relationships, and process improvements

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Automated Task Creation

Use Workflows to automatically create tasks:

• Deal Won Triggers: Auto-create onboarding tasks assigned to CS team when opportunities close
• Email Reminders: Set up weekly email reminders for tasks due this week (sent every Monday)
• Pipeline Automation: Create follow-up tasks when deals stall in specific stages
• Meeting Integration: Auto-generate tasks from meeting recordings or calendar events

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Task Features

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Relations Field

Tasks include a Relations field that allows you to attach a single task to multiple records across different objects. For example, you can link one follow-up task to:

• The Person you need to contact
• The Company they represent
• The Opportunity being pursued
• Any relevant Notes or other records

This morph many relationship ensures tasks are accessible from all relevant record pages and provides complete context.

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User Tagging

Note: User tagging within tasks is not currently available. This feature is planned for 2026, which will allow you to mention team members and trigger notifications when assigning or updating tasks.

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Creating Tasks

Creating tasks in Twenty is seamless. You can either:

• Go to the Taskstab and press the + button at the top right of the page.
• Use the search function by pressing cmd/ctrl + k, then select ‘Create task’ from the list of quick actions.
• Go to a Record page and press + at the top right of the page, or go to the Task tab and press the Add Task button.

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Adding Task Content

Once you’ve created a task you can enrich it with rich content, such as Titles, Bullet points or even images. To do so, press / and enter the desired command.

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Viewing Tasks

The Tasks page displays all your tasks across your workspace. Here you can:

• Filter tasks assigned to a specific user by clicking the button with your name at the top right of the screen.
• Toggle between upcoming (To do) and completed (Done) tasks to see what needs attention and what you have accomplished.

You can also see tasks for a given Record on its Record page.

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Editing Tasks

To edit a task, you should click on its card. This will open a side panel offering the following features:

• Assignee and Due date: Update the assignee or edit the due date.
• Comments: Work together with your team members by adding comments on tasks to give updates or feedback.
• Automations: Thanks to the API and Webhooks, you can also automate task creation triggered by specific activities in your workspace.

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Marking Tasks as Complete

To mark a task as complete:

1. Locate the task on your Tasks page or within a Record page.
2. Click on the circle at the left of the task card, it will change to signify completion.
3. The task status will automatically update to Done.

This procedure will help keep an updated record of your accomplishments.

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Delete a task

To permanently remove a task:

1. Open the task you want to delete by clicking on its card, either from the Tasks page or within a Record page.
2. Click the trash icon located in the top right corner of the task details panel.

Please note, deleting a task is permanent and can’t be undone. Consider marking tasks as Done if there is a chance you will need to refer to them again.