Task

In CRM, a Task is a specific, time-bounded action item assigned to a user — such as making a follow-up call, sending a proposal, completing a customer check-in, or filing a service report — tracked with an assigned owner, due date, and completion status. Tasks are the operational unit of CRM-driven activity management: they translate pipeline strategy and process requirements into individual daily actions that reps and managers can see, track, and report on. When tasks are created automatically by CRM workflows — for example, creating a follow-up task when a deal advances to the demo stage — they ensure consistent process execution without requiring managers to manually remind reps of every required next step.