Add action items and important dates to project manage deal or company activities.
Organize tasks within structured lists to drive workflow efficiency, define accountability, and maintain clear oversight from start to finish. Leveraging standardized task frameworks—such as task templates—promotes consistent deal execution, minimizes manual processes, and fosters collaborative team engagement.
💡 Things to Consider:
Consider building repeatable task lists as Task Templates.
When a task appears in multiple sections, it functions as a single unified task—any updates made to the task will automatically reflect across all sections in which it is included.
⚙️ Steps
Add Task Items to the Task List
- Select "+ Add" then select "Task" to create a new task item.
- Enter a Task Title.
- Enter the due date (or start date) for the task.
- Add the Duration and the Duration Type - Business Days vs Calendar Days.
- The start date (or due date) will will auto-populate based on the duration and the other date entered.
- Enter a New Section or select one from the dropdown. If the Section does not already exist, there will be an option to create it by selecting the "Create:" hyperlink.
- Multiple Sections can be selected to appear in the Sections dropdown.
When a task appears in multiple sections, it functions as a single unified task—any updates made to the task will automatically reflect across all sections in which it is included.
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Select from existing contacts to reference external contacts that may be associated to this task. New contacts cannot be added to the workspace from this field, they must already be existing in the workspace to be added to the task contacts field.
- Assign the Task to a User or a Role. Learn more about Task Roles
- To utilize Task Approvals, enter the names of approvers by selecting + Add and selecting users. Approvers must be added as TermSheet users in the workspace. Learn more about Task Approvals.
- To create dependencies between tasks, set up Predecessors by selecting the + icon.
- Add Followers by selecting +Add if there are users in the workspace that should be CC'd on task progress.
- Add a description if there is additional context needed around the task.
- To add subtasks, select +Add Subtask and enter the subtask title. Select the save icon to save the subtask. Learn more about Subtasks.
To edit or delete existing subtasks, hover over the 6 dot icon. This icon can also be used to drag and drop to reorder the subtasks.
Edit subtasks using the pencil icon.
Delete subtasks using the trash icon.
- To add checklist items, select +Checklist Item. Select the save icon to save the checklist item.
To edit or delete existing checklist items, hover over the 6 dot icon. This icon can also be used to drag and drop to reorder the checklist items.
Edit checklist item using the pencil icon.
Delete checklist item using the trash icon.
- Subtasks and Checklist Items need to be saved using the save icon. Other changes made to the task details will auto-save.
Task Terms
- Task Title - This is the label for the task item.
- Status - Track the progress of this task item as it moves toward completion.
- Assigned To - Assign this task item to a user or a task role - Learn more about Task Roles - Add Task Roles.
- Start Date - Note the date that this task should be started.
- End Date - Note the date that this task is due. Once the task is marked complete, the field will reflect the actual completion date and no longer be editable.
- Duration - The duration is considered the time it takes to complete the activity; from the time it starts (start date) to the actual completion date (end date).
- Predecessors- If the task you are adding is dependent on the start/finish of another task, add task Predecessors. If the predecessor task end date is updated, all dependent task due dates will be updated to follow. Learn more about how to set up predecessors - Add Task Predecessors
- Followers (Users) - Create a distribution list to keep other users informed on updates to this task item.
- Description - (Optional) Use this to provide more context around how to complete this task item.
- Checklist - Add items to a checklist within the task item.
- Subtasks - Add additional tasks to the task item. Assignees or followers are notified any time a new subtask is added to a task.
- Attachments - Upload files to associate to this task.
- Comments - Keep teammates updated and collaborate by adding comments.
- Activity - View the change history for this task item
