How this feature works
Operational Tasks centralizes the work that needs to be done across the organization, independently of CRM or leads. Create tasks manually or from other workflows, set an assignee, priority, start time, deadline and reminder, and track execution in a list or board.
Each task can include a checklist, internal comments, File Library attachments, tags and change history. When related to a customer, lead or deal, the link remains explicit without coupling the Task to the source domain.