Features › Tasks & Time › Create and manage tasks
How to create and manage tasks in Stacks
Tasks in Stacks are a simple to-do list built right into your CRM. Jot down what needs doing, give it a due date and a priority, and check it off when it's done — with everything tied to the same contacts and deals you already work in. This guide walks through creating a task and managing your list.
Before you start
- Tasks are part of the CRM, which is on by default — there's nothing to switch on or install.
- You'll need permission to create tasks. Admins, managers and members can add, complete and delete tasks. View-only users can see the list but can't change it.
- That's it — no setup, no extra fields required. A title is the only thing a task truly needs.
Step by step
- Open Tasks. In the left menu, click ✅ Tasks. Your list opens on the My Tasks tab — everything assigned to you or that you created.
- Start a new task. Click + Add Task at the top of the list. A quick-add row slides open, ready for you to type.
- Fill in the details. Type the task into "What needs to be done?", pick a due date (it suggests tomorrow, and you can clear or change it), and choose a priority — Low, Medium, High or Urgent.
- Click Add. Stacks saves the task and assigns it to you by default. It appears in your list right away, sorted by due date.
- Check tasks off. When something's done, tick the checkbox on its left. It's marked complete, styled with a line through it, and moves under the Completed tab.
- Filter, find, and clean up. Switch between My Tasks, All Open, Overdue and Completed to focus your list. To remove a task, click the 🗑️ trash icon and confirm.
💡
Tasks are completely free. Creating, completing, assigning and organizing tasks is included for your whole team at no cost — there's no per-task limit and nothing here is gated. AI Pro ($99/mo) adds AI and priority support, not task features, so you never need it just to run your to-do list.
Good to know
- They show on your dashboard. Your open tasks appear on the Stacks dashboard grouped into Overdue, Due Today and Upcoming (the next 7 days) — and you can check them off right there.
- Attach tasks to deals. Open a deal and use the + Add Task button on its Tasks card. That task stays linked to the deal, so follow-ups don't get lost.
- Priority and dates at a glance. High and Urgent tasks get a color-coded badge, overdue due-dates show in red, and anything due today shows in amber.
- Assigned to you by default. The quick-add form assigns a new task to you. Tasks created from a contact or deal keep that link so the whole timeline stays connected.
- Editing details isn't in the app yet. The quick-add form covers the title, due date and priority. To change a task after it's created, complete or delete it and add a fresh one.
Frequently asked
Is this the same as time tracking?
No. Tasks are your to-do list. Logging billable time is a separate feature that lives in the Invoicing module under Projects & time — it tracks hours you can turn into an invoice, which is different from checking off a task.
Can I assign a task to a teammate?
New tasks from the quick-add form are assigned to you. Tasks stay tied to the contact or deal they were created from, so your team can see the related work on that record's timeline.
What happens to a task when it's overdue?
Nothing is deleted — it stays open and its due date turns red, and it's collected under the Overdue tab (and the Overdue group on your dashboard) so it's easy to catch up.
Was this helpful?
Keep every to-do in one place
Core business tools, unlimited users, free forever.
Start free → Explore more features →