Overview
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Tasks help users track work that needs to be completed, such as calling a customer, sending information, following up on a deal, or completing an internal action. Tasks keep customer work visible and accountable.
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Before You Begin
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- Know the action that needs to be completed.
- Know the responsible user if assignment is available.
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Requirements
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- CRM or task access.
- Create or edit permission for task management.
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Step-by-Step Instructions
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- Open the workspace.
- Select CRM, then Tasks, or open the related customer/deal page where tasks are available.
- Select the option to add a task.
- Enter a clear task title.
- Add due date, priority, assignment, related contact, company, or deal if fields are available.
- Enter notes that explain the expected outcome.
- Save the task.
- Mark the task complete when finished.
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Expected Result
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The task appears in the task list or related record and can be completed or updated by authorized users.
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Screenshots
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Production screenshots are added only when captured from the current OneSuite release. This article is ready for screenshots, but does not use mockups or placeholder images.
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Tips & Best Practices
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- Start task names with an action word such as Call, Email, Review, Prepare, or Follow up.
- Use due dates for time-sensitive work.
- Close completed tasks so lists stay accurate.
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Troubleshooting
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- Task not assigned: confirm the user exists and has access.
- Task overdue: update the due date only when the work has legitimately changed.
- Task not visible: check filters and assigned-user views.
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Related Articles
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- Contacts
- Deals
- Activities
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Last Updated: July 2026
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