CRM Tasks

A CRM task is a task that's directly linked to a contact or company in your CRM. It looks like any other PrimeTask task - same fields, same editor, same status and priority system - but the CRM link makes it appear simultaneously on the contact's page, the company's page, the CRM Tasks list, and your normal task views (Today, Calendar, Tasks). Create it once, and it shows up everywhere it's relevant.

This article covers the CRM Tasks page, the CRM-specific fields on the task editor, and the key concept that makes CRM tasks powerful: one task, one source of truth, visible in many places.

PrimeCRM is a Pro feature

CRM tasks and the CRM Tasks page require a Pro license with CRM enabled. See License Settings.

What you can do

Create tasks linked to contacts and companies

a single task can link to multiple contacts and multiple companies at once

See all CRM tasks in one dedicated list

with search and filters

Switch between card view and list view

Edit status and priority inline

without opening the task

Filter by status, priority, linked contacts, linked companies, completion state, and more

Right-click any task

for quick actions - open, edit, copy link, mark done, duplicate, delete

See the same task on the contact's page, the company's page, your regular task list, Today, and Calendar

all automatically

Mark a task complete from any view

and have it update everywhere at once

Assign a CRM type

(call, email, meeting, follow-up, demo, proposal, or other) to categorise what the task is about

Switch between Shared CRM and a project's Isolated CRM

to see different scopes

How to open the CRM Tasks page

From the CRM Dashboard: Click the Pending Tasks stat on the CRM Dashboard.
From a contact's detail page: Click See All in the Tasks section on any Contact Details page.
From a company's detail page: Click See All in the Tasks section on any Company Details page.
Command palette: Press ⌘+K (or Ctrl+K), type CRM tasks, and pick the entry.
Global search: Search for a task title.

Things worth knowing

What makes a CRM task different from a regular task

A regular task and a CRM task are almost identical in the editor - same fields, same workflows. The difference is the link:

Task type	Linked to a contact or company?	Where it appears
Regular task	No	Tasks page, Today, Calendar
Project task	No (linked to a project)	Tasks page, the project's task list, Calendar
CRM task	Yes - to one or more contacts and/or companies	Tasks page, Today, Calendar, Contact Details, Company Details, CRM Tasks page, CRM Dashboard

A CRM task is not a separate type of object - it's the same task, with extra fields connecting it to CRM entities.

When to use a CRM task vs a regular task

If you assign a regular task to a contact (via the assignee field), the contact can do the work - but the task doesn't appear in the contact's CRM history. A CRM task does both: it's assignable and it's permanently visible in the contact's and company's detail pages. Use CRM tasks for "things I need to do for or about this person/company" - follow-up calls, proposal drafts, onboarding steps, renewal reminders.

One task, many places - the core concept

When you create a CRM task linked to a contact and a company, the task appears in all of these locations automatically:

The CRM Tasks page (this page)
The linked contact's detail page - Tasks section
The linked company's detail page - Tasks section
The CRM Dashboard - Pending Tasks
The regular Tasks page - alongside all your other tasks
Today - if due today
Calendar - if it has a due date
The Sales Activity Dashboard - if it has a CRM type linking it to sales activity

Marking the task complete from any of these places marks it complete everywhere. Same for status changes, priority changes, edits, checklist updates, and deletions. There's only one underlying record - every view reads from the same source.

One task, one source of truth

Even though a CRM task appears in many places, it's a single record. Edits made anywhere propagate automatically. This also applies when AI agents create or update CRM tasks via MCP - see CRM & MCP.

The CRM task editor - standard fields plus CRM links

When you create or edit a CRM task, the editor shows all the standard task fields:

Title, description (rich text), status, priority, due date, start date
Assignees, tags, checklist, subtasks, attachments, recurrence, time tracking

Plus three CRM-specific fields:

Linked Contact - pick one or more contacts from your CRM
Linked Company - pick one or more companies from your CRM
CRM Type - categorise the task as a Call, Email, Meeting, Follow-up, Demo, Proposal, or Other

You can link a single task to multiple contacts and multiple companies at the same time. The CRM Tasks list shows the primary link for each, but the full set is preserved.

For the full task editor reference (covering every field for every task type), see the Tasks documentation. For how custom fields appear on CRM tasks (they share the Tasks scope), see CRM & Custom Fields.

Browsing and filtering CRM tasks

The CRM Tasks page offers two view modes - a compact list view (default) and a visual card view. Your preference is remembered across sessions.

Available filters:

Search - full-text search across task titles and descriptions
Hide completed - toggle to show or hide finished tasks
Status - filter by any status configured in your Space
Priority - filter by any priority level
Content - filter tasks that contain embedded media (videos, images, links) in their descriptions
Checklist / Subtasks - filter by whether the task has a checklist or subtasks
Contacts - filter to show only tasks linked to specific contacts
Companies - filter to show only tasks linked to specific companies

A Clear All button resets every filter at once.

No bulk operations on this page

The CRM Tasks page doesn't support selection mode or bulk actions. For bulk task operations, use the regular Tasks page.

Inline editing

Every task on the CRM Tasks page has inline controls for status and priority - change either one directly from the list without opening the task. Due dates, overdue indicators, recurring task markers, checklist progress, subtask progress, and linked contact/company names are all visible at a glance.

Right-click context menu

Right-clicking any task opens a context menu:

Open - open the task for full editing (navigates to the Task Details Page if available)
Copy Link - copy a primetask:// deep link to this task. See External Integrations Settings.
Edit - open the task editor
Edit Notes - open a quick editing view for the description only
Mark Done - toggle the task's completion status
Duplicate - create a copy with all CRM links preserved
Delete - remove the task (with confirmation). Deletion removes it from every view.

Isolated CRM mode

When you switch the View Mode Selector to a project's Isolated CRM:

Only CRM tasks tied to that project are shown
Creating a new task defaults to the project scope
The linked contacts and companies in the editor are filtered to that project's CRM
If the project has auto-sync enabled, shared CRM tasks linked to the project are merged into the view

See Shared vs Isolated CRM.

Common questions

"What's the difference between assigning a contact to a task and creating a CRM task?"

Assigning (via the assignee field) means the contact is responsible for the work. The task appears in your task views but does NOT appear on the contact's CRM detail page.

"I created a CRM task but it's not showing up on the regular Tasks page."

CRM tasks and regular tasks are bidirectionally synced. If a CRM task isn't appearing in your regular Tasks page, check whether the task's status is filtered out (the Tasks page may be hiding completed tasks or filtering by a specific status/priority that doesn't match).

"Can I convert a regular task into a CRM task?"

Yes - open the task, add a linked contact or company in the CRM fields, and save. The task gains CRM links and starts appearing in CRM views. You can also remove CRM links from a CRM task to make it a regular task again.

"I want to track follow-up calls for a specific client."

Create CRM tasks with the CRM Type set to Call and link them to the client's contact (and optionally their company). Each follow-up appears on the contact's detail page, in the CRM Tasks list, and in the Sales Activity Dashboard - giving you a complete view of every touchpoint with that client.

"I deleted a CRM task and it's gone from every view."

That's expected - a CRM task is a single record. Deleting it from any view (CRM Tasks page, contact's page, company's page, regular Tasks page) deletes the one underlying record, and every view that was showing it updates to reflect the deletion.

"Can AI agents create CRM tasks?"

Yes. The MCP server's CRM task tools let AI agents create, update, complete, and delete CRM tasks programmatically - including linking them to contacts and companies. See CRM & MCP.

Where to go next

If you want to…	Read this
Understand assignees vs CRM linking	Contacts & Tasks
See how CRM tasks integrate with projects	CRM & Projects
Manage all tasks (not just CRM)	Tasks Overview
See full task details	Task Details Page
Work with subtasks	Subtasks
Set up recurring CRM tasks	Recurring Tasks
Create tasks quickly	Creating Tasks
Log activities (calls, emails, meetings)	Activities
Track sales tasks via the deal pipeline	Deal Pipeline
Drag CRM tasks across a kanban that updates contact and company status	Pipeline Boards
See CRM task analytics	CRM & Reports
Use custom fields on CRM tasks	CRM & Custom Fields
Use AI agents to create CRM tasks	CRM & MCP
Understand Shared vs Isolated CRM	Shared vs Isolated CRM
Return to the CRM hub	PrimeCRM Overview