Available with the following plans:
Tasks are individual actions assigned to you or your teammates. You might use them to organize your day, to keep important things from slipping, or to bring deadlines to your team’s attention.
Access your tasks by navigating to the "Tasks" section of Copper in the left navigation.
Create a Task
Select "Add Task" to create a new task, you can also create a task from the related section of any record in Copper. Tasks can also be created by the Chrome Extension by clicking on "Add Reminder" from any email.
Tasks can be created using the Chrome Extension by clicking “Add Reminder” from any email. You can also add a task from the Task List View (in the left hand navigation menu).
Understand tasks
A task represents a single action with a deadline. It's a note to self to take that action in the future. Tasks can be related to lead, person, company, opportunity record. When a task is associated with an opportunity record, a task indicator light lets you know if the opportunity has outstanding tasks as you move it through the pipeline.
You select an Activity Type when creating a task, like a to-do, meeting or phone call. Admins can create custom activity types to better reflect your workflow.
By default, tasks are visible to all users in your account. You can change the default visibility so your tasks are 'private,' meaning they're only seen by you and account admins.
Tasks can be created as a single event, a recurring event or automated based on an action that is taken in your account (i.e. create a task to call a new lead after that new lead record is created).
Using Subtasks
Tasks can now have subtasks—smaller actionable steps within a task.
Subtasks help you track progress on detailed work without creating separate tasks.
Subtasks are visible in the Related tab of the parent task or opportunity, providing a clear overview of all work items.
Check off subtasks as they are completed for easy progress tracking.
Define your tasks
Think about why you need to create a task:
Is it to remind yourself of a single event in the future? Create a single task.
Is it to remind yourself of an event that will reoccur in the future? Create a recurring task.
Is it to remind yourself to take action (i.e. call a new lead that is created)? Create a task automation.
Organize Tasks with List Views and Filters
Use the Task List View to see and organize tasks across projects or records.
Group tasks by due date, related record, owner, or status.
Filter tasks by client, project, or type to focus on what matters most.
Choose your task settings
Each user can choose personal task settings:
Sign into your Copper account, and click your Profile in the upper left, then select 'Workspace Settings' link in the left-hand menu.
Under 'Preferences,' click 'My Preferences.'
Check the box to 'Make my tasks visible to others by default.' If this is unchecked, only the user and all system admins can see the user's tasks.
Check the box to 'Automatically set reminders on tasks with due dates.' If you check this box, you'll then decide whether this reminder comes a day or two days before the task comes due. When you set the due date in the task template during task creation, the 'Reminder' field will automatically populate for you based on this setting:
Bonus tips
Use the drag-and-drop feature to reorder tasks in your list to reflect priority changes.
Create task templates for frequently repeated workflows to save time.
Leverage Workflow Automation to create tasks automatically when opportunities reach specific pipeline stages.
Use the Chrome Extension (CRX) to create or update tasks directly from emails without switching tabs.