In Sales CRM, you can quickly create tasks to keep track of important actions you have to take regarding an ongoing deal, a company, or a contact. You can associate them with existing or new deals, companies, or contacts for better management.

You can also choose to receive reminders when a task is due or even automatically create tasks based on the trigger of your choice.

Good to know

You can enable task reminders from your Notifications setting or when creating a task. To learn more about these notifications, check our dedicated article Set up your notifications in Sales CRM.
With Marketing Automation, you can automatically create tasks based on the trigger of your choice (e.g. after a contact submits a form or is added to a list). To learn more, check our dedicated article Create a workflow to automatically create tasks in Sales CRM.

Step 1: Create the task

You can create tasks from different locations in Sendinblue:

Go to Sales CRM > Tasks.
Click Create a task.

Go to Sales CRM > Deals (Kanban View).
Click the icon in a deal's card.
Select Add a task.

Go to:
- Contacts and select a contact.
- Sales CRM > Companies and select a company.
- Sales CRM > Deals and select a deal.
Click Create a task.

Step 2: Set up the task

Enter information about the task:

Title: Select a task category between To do, Send, Call, Meeting, Lunch, and Deadline. You can name your task or keep the placeholder title.
Associate task to contacts: Select one or several contacts you want to associate with the task.
Associate task to companies: Select one or several companies you want to associate with the task.
Associate task to deals: Select one or several deals you want to associate with the task.
Due date/Time/Duration: Choose when your task is due and its duration.
Notes: Enter more information about your task. This can be useful in case you're out of the office and a coworker needs to take over the task.
Assign task to: Assign the task to yourself, to a specific user, or unassign it.
Reminder: Enable this option if you want to receive a reminder for the task.
If you've not enabled task reminders, you'll be asked to select if you want to receive an email notification and/or a browser notification.

Once you're, done, click Create.

Your task is created. If you've chosen to receive a reminder, you'll receive it when your task reaches its due date.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.