Managing Tasks

About

Tasks in Goliath are work items assigned to team members—follow-ups, calls, showings, offer deliveries, and more. Each task has an owner, a due date, and a binary done state (complete or not complete). Tasks can be created manually or generated by automation workflows, turning Goliath into a consistent follow-up engine for your deals.

Step-by-Step Guide

1. Navigate to the Tasks section

   Click Tasks in the left sidebar to open your team’s task list. The badge next to Tasks shows the total number of outstanding tasks.

   

2. Filter tasks by time or completion status

   Use the tabs at the top of the task list to filter by Today, Overdue, Future, or Completed. The number in parentheses indicates how many tasks match each filter. Overdue tasks are not-done tasks whose due date has passed.

   

3. Mark a task as complete

   Hover over a task in the list and click Mark as Complete to mark it done. Completed tasks move to the Completed tab and are timestamped with the completion date.

   

4. View task details

   Click on any task to open its detail view in the right panel. You’ll see the task title, description, assignee, due date, linked contact or deal, and an activity log of all updates.

5. Create a new task

   Click the Create task button (or the + icon in the Tasks section of a contact or deal record). Enter a title, assign it to a team member, set a due date, and optionally link it to a contact, property, or deal for full context.

Pro Tips

• Use @mentions in task descriptions to notify teammates and add collaborators to the task thread
• Filter the task list to “My Tasks” or Overdue to build your personal daily queue
• Combine tasks with automation workflows to create repeatable follow-up cadences (e.g., “7 days after a new seller lead is added, create a follow-up call task assigned to the on-call acquisitions rep”)
• Tasks linked to a contact or deal give you one-click access to all the context you need to complete the work

Frequently Asked Questions

Q: Can a task have multiple statuses like “In Progress” or “Blocked”?

No. Tasks in Goliath are binary: either complete or not complete. There are no intermediate states.

Q: What does “Overdue” mean?

“Overdue” is not a stored status—it’s a filter that shows not-done tasks whose due date is in the past.

Q: Can I create tasks automatically?

Yes. Automation workflows can generate tasks based on triggers like “new contact added” or “deal stage changed,” ensuring consistent follow-up across your team.

Q: Can I assign a task to multiple people?

Tasks have a single assignee, but you can use @mentions in the task description to notify and involve additional team members.