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 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 Notifications #
HiveCRM can automatically email the relevant people when a task is created, assigned, or changes status — configurable per event under Task Settings and further refined per staff member under Notifications Settings.
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.
