Docs

Tasks

Tasks track the work being done to support deals.

A task titled "Send over MNDA" with it's status, priority, assignee, description visible. Below it is an area for comments. The task is on the right with a notifications bar on the left with a notification that the user was assigned this task highlighted.

Tasks track the work being done to support deals so everyone knows what's happening, who's doing it, and when it will be done.

Tasks have a status, priority, due date, and assignee. So you know how it's going, whether it's important, when it will be done, and who's doing it all at a glance.

A single task with a checkbox, it's title "Send over MNDA", then a set of properties including status To Do and priority Medium.

You can find your tasks next to your meetings on the home page. You can see everyone's tasks in the Tasks page available from the navigation bar. Tasks associated with a deal are visible on that deal's page, too.

Screenshot of a deal with it's summary and a tasks section including one task titled "Send pricing"

You can also comment on Tasks just like other objects in the Clarify platform, letting you collaborate and coordinate natively.