Skip to main content
Relate home page
Search...
⌘K
Go to Relate
Log in
Get Started
Get Started
Search...
Navigation
Basics
Tasks
Relate Guide
Integrations
Startup Wiki
Blog
Changelog
Home
Relate Guide
Start guide
Onboarding
What is Relate?
Get the app
Mobile View
Learn the model
Plans
Platform
Basics
Inbox
Tasks
Notes
Email
Notifications & Reminders
AI Suggestions
Keyboard shortcuts
Data Enrichment
Organizations & People
Organizations
People
Lists
Lists
Processes
Processes
Default Process
Sales Processes
Other Process
Engage
Relate Engage
Documents
Relate Docs
Marketing
Campaigns
DNS Records Setup Guide
Forms
Email and Collaboration
Email
Tasks
Notes
Sequence
Inbox and Notifications
Inbox
Reporting
Reporting
Find and Filter
Filters and Sorters
Views
Integrations
Email sync
Zapier integration
Other bits
Relate Connect for Chrome
Meeting Scheduler
How to manage Deal Assignee
How to manage Expected Close Date
How to manage Organization Assignee
💻 Setup
Admin settings
Manage members
Import
Export
Custom Fields
Register Google API Allowlist
On this page
Overview
Basics
Basics
Tasks
How to manage tasks in Relate
Overview
Create tasks to capture to-do’s for sales and customer management.
Basics
Tasks are captured in Organization detail pages. On the left, you can find the Task menu.
You can assign each user tasks and add a deadline.
Was this page helpful?
Yes
No
Suggest edits
Raise issue
Inbox
Notes
⌘I
Assistant
Responses are generated using AI and may contain mistakes.