---
title: Task Management Overview
description: Tasks are individual work items you can assign, prioritize, and track — either inside a project or on their own.
url: "https://hiveplugins.com/docs/task-management-overview/"
updated: "2026-09-27"
category: HiveCRM
---

# Task Management Overview

Tasks are individual work items you can assign, prioritize, and track — either inside a project or on their own.

## How to Open Tasks

Tasks scoped to a project appear on that [project's](projects-overview.md) detail page. HiveCRM also tracks tasks across Leads, Deals, Projects, and Tickets from a single defaults policy, so the same task workflow applies everywhere in the CRM.

## Task Statuses, Types, and Priorities

Each task can have:

- A **Workflow Status** (for example To Do, In Progress, Done)
- A **Task Type / Kind** to categorize the work
- A **Priority** badge (for example Low, Medium, High, Urgent)

All three are fully customizable — see [Task Settings](task-settings.md).

## Task Notifications

HiveCRM can automatically email the relevant people when a task is created, assigned, or changes status — configurable per event under [Task Settings](task-settings.md) and further refined per staff member under [Notifications Settings](notifications-settings.md).

## When to Use Tasks

Use tasks to break delivery work into trackable, assignable pieces — whether that's a to-do inside a client project or a standalone follow-up item.

## Related Documentation

- [Managing Tasks](managing-tasks.md)
- [Task Settings](task-settings.md)
- [Projects Overview](projects-overview.md)