How to Use Tasks with Your Pipeline

Create and manage tasks linked to opportunities and contacts so follow-ups never slip and your pipeline stays moving.

Introduction

Why tasks and pipeline together

The Pipeline shows your opportunities by stage, but the next action—call back, send proposal, chase signature—often lives only in someone's head. Tasks fix that: you create a task linked to the opportunity or contact with a due date and assignee so the right person does the right thing at the right time.

When tasks are linked to opportunities or contacts, you see them in context: open the deal or the contact and you see what's due. That keeps the pipeline from stalling and avoids lost leads.

Creating tasks for pipeline deals

When to create a task

• After a call or meeting: "Follow up in one week", "Send proposal by Friday."
• When moving a deal to a new stage: "Send contract", "Schedule demo."
• When something is stuck: "Chase for decision", "Re-send quote."

How to create a task linked to an opportunity or contact

1. Open the Opportunity or the Individual / Organization.
2. Use the Add task or Create task action (often in a Tasks tab or activity section).
3. Enter a title (e.g. "Call back re proposal"), due date, and assignee if you work in a team.
4. Save. The task is now linked to that opportunity or contact and appears in the Tasks module and on the record you linked it to.

Using the Tasks module with the pipeline

View by assignee or due date

• In the Tasks module you can filter by assignee (e.g. "my tasks") or due date so you know what to do today or this week.
• Tasks linked to opportunities still show the deal context (e.g. in the task detail or list), so you can jump back to the opportunity when you complete the task.

Move the deal when the task is done

• When you've completed the follow-up (e.g. sent the proposal), complete the task and, if the deal has progressed, move the opportunity to the next stage in the Pipeline. That keeps the pipeline accurate and builds a habit of one task per next step.

Best practices

• One task per next step: For every "I'll do it later" moment, create a task with a due date. Don't rely on memory.
• Assign clearly: If you work in a team, assign the task to the person responsible so they see it in their list.
• Link to the opportunity or contact: Always link the task to the relevant opportunity or contact so context is in one place.
• Review overdue tasks: Use the Tasks module to spot overdue items and either complete them or reschedule. See How to Avoid Lost Leads for more on follow-up discipline.

Frequently asked questions

Can I link a task to both an opportunity and a contact?

That depends on the app. Often a task is linked to an opportunity, and the opportunity is already linked to a contact, so the contact context is available through the opportunity. Check the task form for link options.

What if I don't see Tasks in my menu?

The Tasks module must be enabled for your business. Ask your business administrator to enable it, and ensure it's visible in your sidebar. See Tasks Not Showing or Not Assignable and Why Can't I See a Module if it's still missing.

How many tasks should I create per deal?

Create one task per concrete next step (e.g. "Call back Tuesday", "Send proposal by Friday"). That keeps the pipeline moving without clutter. Complete or reschedule as the deal progresses.

Can I see overdue tasks on the dashboard?

Many dashboards show a Tasks widget with overdue or upcoming tasks. Enable the Tasks widget and filter by "My tasks" or "Overdue" so you see what needs attention. See Understanding Your Dashboard.

Who can I contact for help?

Contact support at support@piraja.io.

Conclusion

Use Tasks with your Pipeline by creating a task for every next step on a deal, linking it to the opportunity or contact, and assigning and dating it. That keeps follow-up visible and the pipeline moving. For more see How to Manage Tasks and Follow-ups and How to Track Leads from First Contact to Deal.