Tasks keep deals from going cold. You can add them yourself, and Ghost adds them automatically when a deal goes quiet or a meeting needs following up.
Where to find it: sidebar → Leads → Tasks, or the Tasks tab in Pipeline. The sidebar badge shows how many tasks are overdue.
Tasks are grouped as Overdue, Today and Upcoming.
Task types
Follow up, Call, LinkedIn message, Email, Meeting, and Meeting next step. A task can be linked to a deal and has a due date. Mark it done, or snooze it for 3 hours, until tomorrow, 3 days or a week. Tasks Ghost created carry an Auto badge.
Automatic tasks
| Ghost creates a task when… | Default | Setting |
|---|---|---|
| An open deal has had no contact | 5 days | "Remind me after no contact for": off, 3, 5, 7, 10 or 14 days |
| A deal has been in one stage too long | 14 days | "Flag deals stuck in a stage for": off, 7, 14, 21, 30 or 45 days |
| The expected close date has passed | — | On when either reminder above is on |
| They missed a meeting | — | Task to rebook |
| A meeting happened and you haven't followed up | 1–7 days after | — |
| A next step they promised in a meeting is overdue | — | Task to chase |
| You have next steps from a meeting's Granola notes | — | "Turn my next steps into tasks" |
Change these in Pipeline → Settings → Automation & reminders, and the meeting options in Pipeline → Settings → Meetings.
Daily task email
Turn on Daily task email at 8am in Pipeline → Settings to get a short email each morning, in your timezone, with:
- tasks due today
- queued replies going out soon
- new email enquiries waiting for you
It's off by default.