Here’s what’s new 👇
Custom fields and field groups
You can now add custom fields to tailor Tasks to your exact workflow.
Here’s just a few tips of what you can add to the Tasks:
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Add Stages to create a standardized task process.
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Add Task Type (call, meeting, follow-up, etc.) to clarify what needs to be done.
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Add Start Date for tasks that require prep before the due date.
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Customize Priority levels to reflect how your team actually works.
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Add Result / Next steps fields to log outcomes.
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Add Statistics fields to track progress (e.g., time spent on stage).
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Add Related summaries for Deals, Projects, or other linked records.
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Organize fields into groups to split them into categories for easier overview.
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Disable field icons for a cleaner, more minimal layout.
Custom completion requirements
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Make any field required for the manager to complete a Task (e.g., Result or Summary).
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For teams using custom stages, any field can be marked as a required per certain stage.
More control for Task creators
For example:
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Let assignees move Tasks between stages, but only the creator or “Reviewer” can mark them as complete.
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Prevent assignees from extending Due dates unless they have permission.
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