> ## Documentation Index
> Fetch the complete documentation index at: https://docs.deal-pipe.de/llms.txt
> Use this file to discover all available pages before exploring further.

# Tasks and daily worklist

> Track ownership, due dates, and next steps.

## Create a task

Open the task list or create a task directly on a contact or process. Give it a clear title, owner, and due date. Check that it is linked to the correct opportunity or customer.

An activity records what happened. A task records what still needs to happen. Use each accordingly.

## Complete work

Filter by owner and state. Open the linked records, perform the work, and then mark the task complete. Update its due date if plans change.

## Daily worklist

The **Daily worklist** is a separately enabled area. It gathers upcoming work from available modules, including tasks, leads, opportunities, reservations, and messages. Open the underlying record from a suggestion and check its current state.

An empty daily worklist does not mean there is no work in hidden or disabled modules. Check the relevant module's own overview when needed.


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