Assigned follow-up tasks
Create tasks with a title, description, priority, assignee, and an optional link to the lead, contact, account, or deal they concern.
CRM Feature
CRM Tasks and Reminders That Keep Follow-ups on Time
Create follow-up tasks against leads, contacts, accounts, and deals with priorities, due dates, and reminder times — and let scheduled notifications warn assignees before work is due and when it slips overdue.
Due dates with reminder times
Private or shared tasks
Automatic overdue notifications
Priority tasks on the CRM dashboard
The dashboard surfaces the most urgent open tasks and counts overdue tasks across the workspace.
Overview
Follow-up Work That Cannot Quietly Slip
CRM tasks in TenantSaaS carry a title, description, a Pending, In Progress, Completed, or Cancelled status, a Low to Urgent priority, an assignee, an optional related record, a due date, and a separate reminder time. Tasks can be shared with the team or marked private.
A scheduled reminder job runs every five minutes: when a task’s reminder time arrives, the assignee is notified once, and when a task passes its due date, a one-time overdue notification follows. Overdue tasks show their due date in red, have their own filter, and are counted on the CRM dashboard.
Capabilities
What Tasks Can Do
Every capability below reflects functionality implemented in the TenantSaaS CRM module.
Due dates and reminders
Set a due date and a separate reminder time; assignees are notified before work is due.
Automatic overdue alerts
A scheduled job checks every five minutes and notifies assignees about due-soon and overdue tasks.
Private or shared
Mark tasks private for personal follow-ups, or keep them shared so the team can see the workload.
One-click completion
Complete tasks straight from the table; completion feeds dashboard metrics immediately.
Personal work views
“My tasks”, “overdue”, and “due today” filters turn the task list into a personal daily queue.
Record Management
Working with Tasks Day to Day
- Create, view, edit, soft-delete, and restore tasks with workspace-scoped access.
- Search tasks by title and filter by multiple statuses, assignee, my tasks, overdue, due today, and trashed records.
- Sort by due date by default, with overdue due dates highlighted in red.
- Create tasks contextually from lead, contact, account, and deal records.
- Each task records when its reminder and overdue notifications were sent, so assignees are never notified twice for the same task.
How It Works
The Tasks Workflow
This flow follows the statuses, actions, and events implemented in the CRM module.
Create the task
Add the follow-up with its priority, assignee, related record, due date, and reminder time.
It lands in the assignee’s queue
The task appears in the assignee’s “my tasks” filter and in the dashboard’s priority list when urgency demands it.
Reminders fire on schedule
The reminder job runs every five minutes and notifies the assignee once the task’s reminder time arrives.
Overdue work is escalated
Tasks past their due date are flagged red, filtered separately, counted on the dashboard, and trigger a one-time overdue notification.
Complete and move on
The Complete action closes the task and updates CRM dashboard metrics right away.
Dashboard & Analytics
How Tasks Shows Up in CRM Analytics
These metrics and reports are part of the implemented CRM dashboard and reports pages.
- Overdue task count on the CRM dashboard for any date range view.
- Priority task list ordering urgent and overdue work first.
See the full picture on the CRM Dashboard and CRM Reports pages.
CRM analytics view
Metrics and charts from the implemented CRM dashboard.
Access Control
Who Can See and Manage Tasks
Tasks follow assignment-based visibility. Workspace owners, CRM managers, and team admins see all tasks; other users see tasks assigned to them or created by them.
Tasks are scoped to one workspace with policy-verified membership.
Private tasks stay limited through assignment and creator visibility.
Role permissions control creating, editing, completing, deleting, and restoring tasks.
FAQ
CRM Tasks & Reminders FAQ
Answers reflect the CRM implementation that ships with TenantSaaS.
How do CRM task reminders work?
Tasks carry a due date and a reminder time. A scheduled job runs every five minutes, notifies the assignee when the reminder time arrives, and sends a separate one-time notification when a task goes overdue.
Can tasks be linked to CRM records?
Yes. Tasks can relate to a lead, contact, account, or deal, and can be created directly from those records.
What task statuses and priorities exist?
Statuses are Pending, In Progress, Completed, and Cancelled. Priorities are Low, Normal, High, and Urgent.
How do I see just my work?
The “my tasks” filter shows tasks assigned to you, alongside “overdue” and “due today” filters for daily planning.
Can I keep a task private?
Yes. Tasks can be marked private, keeping them limited to the people connected to the task rather than the whole team.
What happens when a task goes overdue?
The due date shows in red, the task appears in the overdue filter and dashboard count, and the assignee receives a one-time overdue notification.
Put CRM Tasks & Reminders to Work
Start a free TenantSaaS workspace and manage tasks alongside the rest of the CRM module.