# Tasks in the CRM

> How to add, complete and delete follow-up tasks in EmailPal's CRM, attach them to a lead, and find overdue ones on the Tasks page and the CRM home.

Source: https://emailpal.io/help/crm-tasks

## What tasks are for

A task is a reminder to do something, such as "Send the proposal to Dana". Use tasks to keep follow-ups from slipping once a reply turns into a conversation.

## Add a task

There are two places.

- **Tasks page.** Open **CRM**, then **Tasks**. Type the task under **Add a task**, optionally set a **Due** date and time, and choose **Add task** or press Enter.
- **A lead.** Open a lead in **CRM**, **Leads**. In its **Tasks** section, type a task, set a **Due** date if you like, and choose **Add task**. A task added this way is linked to the lead, so it shows the lead's name on the Tasks page and opens the lead when you click it.

A due date is optional. A task without one shows **No date**.

## Work through them

The Tasks page has three tabs:

| Tab | Shows |
| --- | --- |
| **Open** | Tasks that are not done. |
| **Overdue** | Tasks that are not done and are past their due time. |
| **Done** | Finished tasks. |

- Tick the checkbox to mark a task done. Untick it in the **Done** tab to reopen it.
- A task past its due time shows a red badge with how long ago it was due.
- Use the bin to delete a task.

## On the CRM home

The **Home** tab shows **Tasks overdue**, with how many are coming up, and **Tasks done 7 days**. A **Tasks due** panel lists what is next, next to **Recent positive replies** and **Pipeline by stage**. [CRM reports](/help/crm-reports)

## FAQs

### Are tasks created automatically?

No. Tasks are only created by people in your workspace. [Lead statuses](/help/lead-statuses)

### How do I get reminded about a task?

Check the **Overdue** tab on the Tasks page, or **Tasks overdue** on the CRM home.

### How do I get from an opportunity to its lead?

Open the opportunity card and choose **Open the lead**. [Pipeline and opportunities](/help/pipeline-and-opportunities)

### Why can't I add or tick tasks?

Adding, completing and deleting tasks needs write access to the workspace. Read-only members can look at tasks but not change them.

## Need More Help?

[Pipeline and opportunities](/help/pipeline-and-opportunities), [Lead statuses](/help/lead-statuses), [Unibox](/help/unibox-shared-inbox).