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Tasks and the Tasks page

How tasks work in the Model Match CRM: creating and assigning tasks on records, due dates, the Tasks page groupings, bulk actions, and calendar push.

In this article:

  1. What a task is
  2. Creating a task
  3. Assigning tasks to teammates
  4. The Tasks page
  5. Bulk actions
  6. Pushing a task to your calendar
  7. Frequently asked questions

What a task is

A task is a dated to-do attached to a record: "Call after their closing," "Send comp analysis," "Follow up post-conference." Every task has:

  • A title and an optional body for detail.
  • A due date, or no date at all for someday/maybe items.
  • An assignee: the teammate responsible. This defaults to whoever created the task and can be any teammate.
  • A state: open, completed, or cancelled.

Whether a task is overdue is computed from its due date, and due dates color-code on task surfaces so past-due and due-today items stand out at a glance.

Tasks live on the record's timeline like everything else, and completing a task logs a system event, so the record's history shows the work getting done. See Notes, mentions, and the activity timeline.

Creating a task

Two main ways:

  • From a record: use the Add task quick action next to the status picker, or work from the record's Tasks tab, which shows all of the record's tasks with a badge for the open count.
  • From a call: AI call analysis can suggest next steps after a transcribed call, and each suggestion converts to a task in one click with a due-date picker.

Assigning tasks to teammates

Assign a task to any teammate; they'll see an in-app notification ("New task assigned") the moment it happens, without needing to refresh.

🧠 Assigning a task can share the record. If the assignee can't currently see the record, assigning them the task grants them access to it, including its full timeline of notes, calls, meetings, and emails. A confirmation dialog explains this before anything is shared, and the share is labeled "via task assignment" in the record's Shared with panel. Details in Who can see what: privacy and sharing.

If you don't have permission to share a particular record, task assignment to someone without access is skipped for that record.

The Tasks page

The Tasks page in the CRM navigation collects every open task across all the records you can see, so your day starts in one place instead of record by record.

Tasks are grouped by urgency:

  • Past due
  • Today
  • Upcoming
  • No date

To narrow the view:

  • Quick-filter chips across the top.
  • An assignee dropdown with three modes: Anyone on my records, Assigned to me, or a specific teammate.

💡The Tasks page only shows tasks on records you can see. If a teammate's task list looks different from yours, that's visibility at work, not a bug: each person sees tasks on their own accessible records.

Bulk actions

Select multiple tasks on the Tasks page to act on them together:

  • Complete a batch at once.
  • Reassign them to another teammate.
  • Reschedule them to a new due date.
  • Delete them.

Bulk reassignment follows the same sharing rule as individual assignment: assigning tasks on records the new assignee can't see will prompt about sharing those records.

Pushing a task to your calendar

Any task can be pushed to your connected Google or Microsoft calendar. This is a one-way push: the task appears on your calendar so it blocks time and stays visible, but changes you make on the calendar don't flow back to the CRM. Manage the task itself (complete, reschedule, reassign) in Model Match.

Frequently asked questions

Will I get an email reminder when a task is due?
Task due dates are tracked visually: past-due and due-today tasks are color-coded and grouped at the top of the Tasks page. Assignment triggers an in-app notification. Make the Tasks page part of your daily routine to stay ahead of due dates.

Can I create a task without a due date?
Yes. Undated tasks collect in the No date group on the Tasks page, handy for someday/maybe follow-ups.

What's the difference between completing and cancelling a task?
Completing marks the work done and logs it to the record's timeline. Cancelling closes a task that no longer needs doing. Either way the task leaves your open list.

Why did assigning a task ask me about sharing a record?
The assignee couldn't see the record. Since working a task requires seeing the record it's on, assignment grants access, and the dialog makes sure that's what you intend. See [Who can see what: privacy and sharing].

Can I see just my own tasks?
Yes. Set the assignee dropdown on the Tasks page to Assigned to me.

Up next

See tasks in context on the record in A tour of the record profile, or learn how the timeline logs completed work in Notes, mentions, and the activity timeline.