--Take a look at our video tutorial on Task Management here.



You can manage tasks in two places; the Tasks tab, which you will see at the top bar of your Hatchbuck database, and in individual contact records.

In the Tasks Tab

  • To add a new task select the + New Task button in the top right.
  • You are able to add a contact and/or company/or deal name that this task is related to 
  • Add a description of your task (required) 
  • Select a due date for your task, you can flag it as High Priority to keep it top of mind 
  • Choose a Task Type, or create a new one using the "+" button
  • You can check a box to automatically update the Last Contacted Date once the task is completed. You will also be able to mark the task as complete at this time if you have already done it and just want to track your activity.
  • Select the Create Task button and it will appear in your tasks list



  • You have filters available to filter your tasks based on the due date, whether they are high priority or not, the task type, status, and the user they're assigned to, 



All allows you to select tasks that are overdue or coming up on their due date



Filter by type of task ex: call, email



Filter by contact statuses to just view tasks for a particular group


Filter to see all of your tasks, your active tasks, or your completed tasks




Filter to see tasks for all users or a particular sales rep




In the Contact Profile

  • Select the Task Tab below their basic info
  • Click the +New Task button
  • Add a description of your task (required) 
  • Select a due date for your task, you can flag it as High Priority to keep it top of mind 
  • Choose a Task Type, or create a new one using the "+" button
  • You can check a box to automatically update the Last Contacted Date once the task is completed. You will also be able to mark the task as complete at this time if you have already done it and just want to track your activity.
  • Select the Create Task button and it will appear in the task tab in the contact record as well as your task tab (depending on the filter you use!) 



*Hatchbuck Hack: Have a series of tasks you repeat for every customer or prospect? Why not automate them? You can create a campaign just for your tasks so that you can manage a regimented workflow to keep you on track. Help on Building a Regular Campaign