Tasks and project management

Tasks and project management brings your team's work into HLB, next to the contacts and opportunities it relates to. Open Contacts, then the Tasks tab, to plan and track work instead of juggling a separate tool or spreadsheet.

Work is organized in layers. A space represents a team or major area of work, such as Delivery or Internal Operations, and has its own statuses, custom fields and members. Optional folders group lists inside a space. Each list holds the tasks for a project, customer or ongoing workstream, and tasks can be broken into subtasks.

For example, a service business could build a customer onboarding list with a task for each step, assign each task with a due date, and move tasks across the board as work gets done.

What each task can hold

• A name and a formatted description
• Status, assignee, a date or date range, and priority (low, normal, high or urgent)
• Custom fields set up for the space
• Linked CRM records
• Subtasks and comments

Views and controls

• Kanban view shows tasks as cards in status columns. Each column shows a task count and an Add Task option.
• List view shows a detailed breakdown of the same tasks.
• You can make a space private and share it only with selected members.
• Each task has its own page address you can share with teammates who have access.

When you need to clean up, you can bulk delete task records from the list view. Eligible deleted records can be restored from Bulk Actions within 60 days.