Tasks in Coffee are created manually. They’re always attached to a person, company, or deal (or more than one).
Option 1 – From the Today page
Go to your Today page (left sidebar).
If the right panel is empty, click Add to my tasks.
Select the person, company, or deal you’re creating the task for (you can attach more than one).
Give the task a title and optionally a description.
Set the task’s priority and due date.
Click Create task.
Option 2 – From the top bar
Click the + sign at the top of Coffee.
Select Add task.
Follow the same steps to fill out the task details.
Option 3 – From Companies, People, or Deals pages
Go to Companies, People, or Deals.
Right-click on the person, company, or deal.
Select Add task.
Fill in the task details and save.
✅ Your task will now appear on your Today page.