Use CRM tabs, tasks, and comments

CRM record tabs separate profile details from follow-up work and discussion. Use General for fields, Tasks for tracked work, and Comments for notes or conversation tied to the selected Contact or Company.

Before you start

• You need access to CRM and the selected record.
• Editing General fields requires CRM edit access.
• Creating follow-up Tasks requires List/Task create access.
• Adding Comments requires comment access for the selected CRM record.

Tab Reference

Tab	What it contains	Important behavior
General	Contact or Company fields, owner, assignees, tags, and notes.	Read-only without edit access.
Tasks	CRM follow-up Tasks.	Includes + Task, Pending/Completed filters, and Task cards.
Comments	Notes and discussion attached to the record.	Uses the shared comments editor and respects comment access.

Add a CRM Follow-Up Task

1. Open a Contact or Company.
2. Select the Tasks tab.
3. Select + Task.
4. Choose the target List.
5. Enter the Task name.
6. Select + Create Task.

Expected outcome: the Task is created in the selected List and connected to the CRM record. It appears under Pending or Completed based on its status.

CRM Tasks Reference

Control	What it does	Notes
+ Task	Opens quick task creation.	Disabled without create access.
List selector	Chooses where the Task will live.	Required for creating the follow-up Task.
Task name	Captures the follow-up action.	If blank, the app can use the default create-task text.
+ Create Task	Creates the Task.	Save happens after selecting the button.
Pending filter	Shows incomplete follow-up Tasks.	Desktop uses a button group.
Completed filter	Shows completed follow-up Tasks.	Mobile uses a dropdown-style control.
Task card	Opens or expands the Task details.	Task behavior follows the standard Task rules.
No related task state	Shows when the selected filter has no Tasks.	Add a Task or switch filters.

Use CRM Comments

1. Open a Contact or Company.
2. Select Comments.
3. Enter a note, update, or question.
4. Use a Task instead if the comment creates a clear action item.

Expected outcome: the comment stays attached to the selected CRM record.

• Mobile opens the selected record in a full-screen dialog and tabs can be swiped.
• The Tasks filter is a Pending/Completed button group on desktop and a menu control on smaller screens.
• Quick Task creation opens in a small popup on desktop and a larger focused view on mobile.

Troubleshooting

Tasks tab is empty

• Symptom: You see No related task.
• Cause: No follow-up Tasks exist for the selected record or the active filter is hiding them.
• Resolution:
  1. Switch between Pending and Completed.
  2. Confirm you selected the correct Contact or Company.
  3. Add a follow-up Task if one is needed.

You cannot create a CRM Task

• Symptom: + Task is disabled or creation fails.
• Cause: You may lack List/Task create access, or no target List is selected.
• Resolution:
  1. Ask a Space admin to confirm List/Task create access.
  2. Select a valid List.
  3. Enter a clear Task name and create again.

Comments are read-only

• Symptom: The Comments tab opens but you cannot add a comment.
• Cause: You may not have comment access for the CRM record.
• Resolution:
  1. Ask the owner or Space admin to confirm CRM comment access.
  2. Use Chat only for general discussion if a comment does not need to stay attached to the record.

A Task or comment is attached to the wrong record

• Symptom: Follow-up appears under the wrong Contact or Company.
• Cause: The wrong record was selected before adding it.
• Resolution:
  1. Open the correct record.
  2. Recreate or move the follow-up if the app supports it.
  3. Add a clarifying comment if the incorrect item cannot be moved immediately.