Sales
Tasks, calendar and reminders
Plan follow-ups, see them on a calendar and get reminded.
Last reviewed October 3, 2026
Create a task
- 1Open a contact, company or deal, or go to Tasks.
- 2Select New task, add a subject, due date and the person it is assigned to.
- 3Save. It appears in Tasks and on the Calendar.
Calendar
- 1Open Calendar and choose day, week or month.
- 2Drag an activity to a new time to reschedule it.
- 3Use the owner filter to see one teammate or everyone.
Reminders and the daily digest
- Turn reminders on or off in your notification preferences.
- The daily digest email lists your tasks due today and anything overdue.