How to Create and Manage Tasks in Bit CRM

This guide shows you how to create a task, link it to a record, and manage it from either the global Tasks page or the record itself.

Steps

1. Open Tasks

Go to More → Tasks, then click + New Task.

2. Choose the module and record

Select which module this task belongs to — Lead, Contact, Company, Deal, or Product.

Then select the specific Entity — the exact record this task is linked to.

3. Fill in the task details

• Title — what the task is
• Due Date — when it’s due
• Assigned To — who’s responsible
• Priority — Low, Medium, or High

4. Add details or attachments (optional)

Scroll down to add extra context or files.

Click Create.

Result

Your task now appears in two places:

• The global Tasks page, alongside every other task across all modules
• The Tasks tab inside the record you linked it to

You only create a task once — it shows up automatically in both places.

Add a note to a task

Open a task’s Notes section and click Add Note to log extra context without editing the task itself.

Manage a task

Click the ⋮ menu on any task to:

• Mark as completed
• Edit
• Delete

Filter tasks

Click Advanced Filters on the Tasks page to narrow the list by:

• Module
• Status
• Assigned to
• Priority