Tasks: your team's to-do list

Tasks, under Collaborate in the sidebar, is your team's to-do list. To add a task, type what needs to be done, add a description if you like, pick a priority (Urgent, High, Medium or Low) and a due date, and save. Type @ in the description to mention a teammate: they are added as a watcher and notified. You can also turn contacts into tasks in bulk: tick them on the Contacts page, then choose Actions, then Add to Workspace, which creates one task per contact (this needs the Manage Tasks permission).

You see the tasks you created, the ones assigned to you, and the ones you watch. The counters at the top filter the list (To Do, In Progress, Due Today, Overdue, Completed and All Tasks), and you can also filter by priority or search. Switch between the list and the Priority Matrix, which sorts tasks into Do First (Urgent), Schedule (High), Delegate (Medium) and Later (Low). Open a task to change its status (To Do, In Progress, Done or Cancelled), edit it, comment on it (type @ to mention someone), or press Watch to be notified when it changes.

The Copilot can list your tasks, create one for you or a teammate (optionally linked to a contact) and mark one done, each after you confirm. An automation can create a task as one of its steps.