If you or your team are still tracking follow-ups on a spreadsheet or a sticky note, you have a better place to do so now.
Tasks are how you make sure things actually get done. Send a proposal, schedule a demo, follow up on a trial, anything with a clear action and a deadline can be a task. They're linked to leads and deals, so everything stays in context.
The Tasks List
Click on Tasks in the sidebar to see all tasks across your CRM. Each row shows the title, status, priority, due date, and who it's assigned to. You can filter by assignee, priority, status, or due date to focus on what matters right now.
Inside a Task
Tasks inside a Lead or Deal
Each lead and deal has its own Tasks tab. Tasks created here are tied to that specific record. Hit + New Task to create one.
Task tab inside a Lead / Deal
Each task has:
- Title – What needs to be done
- Description – Any additional context or details
- Status – Backlog, Todo, In Progress, Done, or Cancelled
- Assignee – Who's responsible for it
- Due Date – When it needs to be done by
- Priority – High, Medium, or Low
Task Reminders
Frappe CRM will automatically send you a reminder once a day, starting a day before the due date, and again an hour before. Reminders come in as both an in-app notification and an email, so nothing slips through.
Task reminder send via Email