How to Manage Tasks in Sparkforge

Tasks in Sparkforge live under Contacts > Tasks. The list view supports advanced filtering, sorting, bulk actions, and tasks that exist with or without a linked contact.

Open the Tasks list

From the main menu, go to Contacts > Tasks. Filtering, sorting, and bulk actions sit at the top of the list.

Create a task

1. Click + Add Task in the top-right corner.
2. Enter a Title and an optional Description (rich text supported).
3. Set Due Date and Time.
4. Toggle Recurring Task for a custom repeat schedule.
5. Optionally pick a Contact and an Assignee.
6. Click Save, or Save and Add Another to keep going.

If no contact is assigned at runtime, the task is created as a standalone contact-less task. If a contact is present, the task attaches to that record automatically.

Edit, delete, and bulk-update

• Edit: Click the pencil icon in the Actions column or click the task title.
• Delete: Select a task and click Delete. Deleted tasks can be restored within two months.
• Bulk actions: Select multiple tasks to mark as done or delete in one pass.

Contact-less tasks

Workflows can create tasks without a contact. Filter by Contact = Unassigned to find them, then add Assignee or Due filters to narrow further.

Advanced filters

• Assignee
• Status (All, Due Today, Overdue, Upcoming)
• Due Date
• Custom fields, when applicable

Sorting

Sort by Due Date, Title, Created At, or Updated At from the Sort menu.

Schedule a workflow task at a specific time

Use the Add Task workflow action and switch Due In to Dynamic Mode. You can then enter a literal date and time (for example, 05-30-2025 03:00 PM) or pull from a custom value or dynamic variable.