How do you create and manage tasks?

Tasks are a very important part of Base. We believe in being action biased and tasks are the backbone of that.

In Base, Tasks are attached to deals. You can create multiple tasks for every deal to stay on top of the action you have to take in order to win the deal. Creating a task is very simple:

Click the Add Task button:


Enter the text for the task, and if you wish, you can set up a reminder that will be sent to your email.

When you are done with the task, just click the checkbox to its left or the task's text. That will mark the task as done. Upon refresh of the page the task will be gone. 

The same principle applies to marking a task as done from the dashboard.



You can still find it under the specific deal details screen: