Tasks and workflows

How to add comments and keep task follow-up in Flow

Record progress, decisions, and next steps in the Flow task details so the context stays with the task.

Choose who will follow up on a task and transfer ownership with context when the work changes hands.

Attach documents from CRM, your computer, or OneDrive and find them later in the Flow task details.

Schedule CRM calls, appointments, reminders, visits, or tasks from the contact linked to a Flow task.

Create a task with its workflow, assignee, and due date; update it as work progresses and close it as completed or canceled.

Find a task by its details and use filters to focus on an assignee, phase, workflow, or date range.

Choose List, Kanban, or Project to review tasks, phases, assignees, and dates based on what you need to organize.

Prepare a workflow for offline access, work with available tasks, and learn what happens when you reconnect.