Tasks & Calendar

Task list, assignments, due dates, and calendar view.

Overview

Tasks are follow-ups linked to contacts, deals, or general work. They support due dates, assignees, status, and completion.

List and calendar

Route: #/tasks. Switch to calendar view with query #/tasks?view=calendar to visualize due dates.

Workflows

Triggers cover task created, updated, completed, overdue, status changed, assigned, reopened, and deleted. Actions include create, update, complete, reopen, delete, and assign task.

REST: TasksController.