Tasks allow you to organize activities linked to Customers and Deals, ensuring a structured follow-up of opportunities and appointments. In this article, you will learn the different ways to register and manage your activities, ensuring the structured tracking of appointments and opportunities.
Ways to create tasks
You can create tasks in five different ways:
On a Deal screen
On a Customer screen
Through the Tasks module
Using the (+) shortcut in the upper left corner
Using the keyboard shortcut SHIFT + T
The creation flow is similar in all cases. However, the form displayed may vary depending on the point of origin.
Creating a task via shortcut or Tasks module
You can create a task using the shortcut SHIFT + T or by clicking the + icon (top left corner) > New task.
It is also possible to create it via the Tasks module:
Access Tasks in the top menu.
Click New task.
The complete form will be displayed with all fields open.
Select the Type and fill in the desired information.
Click Save.
Creating a task via Deal or Customer
Access the desired Deal or Customer.
Click Schedule task.
A summary form will be displayed with the following fields:
Type
Title
Description
Date
Time
To view all available fields, click More fields.
To include files, click Add attachment.
After filling it out, click Save.
What appears in “More fields”:
Duration
Repeat every
Address
Email reminder
Users
Assignees (if enabled on the account)
Related contacts
Add related contacts to the integration task
Tags
💡 Tip: Tasks linked to Deals or Customers automatically appear on the timeline, making it easier to track the history.
What is the function of each field in the task form?
Type: defines the type and color of the task:
Simple (gray)
Visit (dark green)
Phone (purple)
Email (dark blue)
Meeting (orange)
Conference (light blue)
WhatsApp (light green)
Other task settings:
Title: name of the activity (displayed on the calendar).
Description: additional information, context, or instructions.
Date: the day the task should take place.
Time: start time. If not filled in, the task will be recorded by date only.
Duration: expected activity time (defines the end time).
Repeat every: creates recurring tasks (days, weeks, months, or years).
Email reminder: sends a notice to participants within the defined period.
Customer: links the task to a customer.
Workflow (or Deal): links to the corresponding deal.
Users: internal participants in the task.
Assignees: if activated, only users in the Assignees field or administrators can complete the task; if empty, any user linked to the task can complete it.
Tags: for internal organization.
Address: physical location of the activity (for in-person visits and meetings).
Related contacts: external contacts who should receive invites/notifications.
Add related contacts to the integration task: by checking this option, your related contacts will be sent to Google / Outlook as guests and will be notified.
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