Managing Tasks

This article covers creating, assigning, and tracking tasks in HiveCRM.

Create a Task #

1. Open the project (or lead, deal, or ticket) you want to add a task to, or go to a global task list if you’re creating a standalone task.
2. Click Add Task.
3. Fill in the task’s title, status, type, priority, and due date.
4. Assign it to a staff member.
5. Click Save.

If you’ve configured defaults under Task Settings, the status, priority, type, task prefix, and due date offset are pre-filled automatically.

Update a Task’s Status #

Open the task and change its Status field as work progresses (for example from To Do to In Progress to Done).

Reassign a Task #

Open the task and change its assigned staff member. If Alert Team Staff on Assignment is enabled under Task Settings, the newly assigned person receives a notification.

Prioritize Tasks #

Use the Priority field to flag urgent work, and filter or sort task lists by priority to focus your team’s attention.

Delete a Task #

Open the task and click the delete action, then confirm. Deleted tasks are moved to Trash and can be restored before being permanently removed.

Related Documentation #

• Task Management Overview
• Task Settings
• Managing Projects