The Tasks screen is the CRM activity work area for follow-ups, completed activities, overdue items, and calendar review.
What this screen is for
Use Tasks to schedule follow-up work and log completed CRM activity. In the PAX interface, tasks are part of the broader Activities & Tasks screen. A task is an activity record that is not completed yet and usually has a due date.
Screen path
Dashboard > CRM > Tasks
The screen title is Activities & Tasks.
View modes
| View | Use it for |
|---|---|
Today's Focus |
Review incomplete tasks due today, overdue items, and activities completed today. |
List View |
Review open tasks and completed tasks from the last 30 days, with user and sort controls. |
Calendar View |
Review activities by date in a month calendar and open a day view. |
The assigned-user filter defaults to the current user. Sort preferences for Today's Focus and List View are saved in the browser.
Key actions
+ New Activity: Create a new activity or task.- Row click: Open an activity for review or editing.
- Company link: Open the related customer or prospect detail record.
- Calendar day click: Review activities for that day.
- Complete action: Mark an activity or task complete.
Activity types
The activity form supports:
| Type | Use it for |
|---|---|
Call |
Phone outreach or follow-up. |
Email |
Email communication. |
Meeting |
In-person or virtual meetings. |
Note |
General CRM notes. |
Task |
Follow-up work that is not completed yet. |
Quote |
Quote-related activity. |
Priorities are Low, Medium, High, and Urgent.
What happens behind the scenes
Tasks and activities are stored in the CRM activity log.
If an activity is incomplete, PAX treats the selected date as a due date. If the activity is completed, PAX treats the selected date as the activity date.
Activities can be linked to a customer, prospect, and optionally an opportunity. If an opportunity is selected, PAX links the activity to the same customer or prospect as the opportunity.
Completing an activity tied to a New prospect can update the prospect status to Contacted.
Troubleshooting
My task is not in Today's Focus
Likely cause: Today's Focus only shows incomplete tasks due today, overdue incomplete tasks, and activities completed today.
Safe fix: Use List View or Calendar View to find tasks with other dates.
Contact support if: A task due today is missing.
I cannot change the company on an email activity
Likely cause: Some email-linked activities are tied to an email log and have read-only company context.
Safe fix: Review the email details and create a new activity if a separate follow-up is needed.
Contact support if: The email log is linked to the wrong company.
Calendar View looks empty
Likely cause: The selected month or user filter has no matching activity dates or due dates.
Safe fix: Change the month, user filter, or use List View.
Contact support if: Known dated tasks do not appear.