Tasks in Streak help you track and complete follow‑up actions tied to your boxes (deals, contacts, or records). You can create tasks from a box, an email thread, the CRM sidebar, or the Upcoming sidebar. Tasks stay linked to their box and sync to Google Calendar when they have a due date.
Table of Contents
Sync tasks to Google Calendar
Receive task notifications when tasks are due
Task quick actions: shortcuts for email, dialer, and Google Calendar follow-up
When and how to use tasks in your CRM
Tasks help you track to‑do items and follow‑ups that keep your workflow moving.
They’re most useful when you need to remember a specific action or follow‑up that isn’t a repeatable part of your process.
In contrast, saved views are filters that can help you surface steps of your process that always happen at a certain stage of your pipeline. Here's what we recommend:
Tasks: Use these for one‑off, ad‑hoc actions tied to an individual box, such as sending a revised proposal, making a call at a certain time, or following up on a specific message.
Saved views: Use these to surface repeatable steps in your workflow that always need attention—for example, following up with a lead that hasn’t had any interactions in seven days or sending documents to deals that enter a “Sign NDA” stage.
Example: “Send Evan details about partnership tiers” stays linked to Marcus’s box so you always know what the follow‑up refers to.
How to create and manage tasks in Streak
There are several places to create and manage tasks in Streak. This helps you keep track of follow‑ups without switching views or interrupting your workflow.
Create tasks from a box (record) in Streak
Use tasks while you’re working directly in a box for a specific deal or record.
To create a task from a box:
Open the box where you want to add a task.
Click Follow Up in the upper-right corner to quickly create a generic follow-up task, or click the Checkmark in the content box to create a custom task name.
Type a clear action in the task title, such as “Send revised proposal” or “Call Marcus about samples.”
Click the clock icon to set a due date and choose a date and time, or type natural language like “Friday at 3pm.”
(Optional) Use the Assignee field to assign the task to a team member
After you create the task:
The task appears in the box timeline.
If the title includes the name of a contact in the box, task quick‑action buttons (Email, Calendar, Call) appear so you can draft a message, schedule a meeting, or make a call directly from the task.
Create and manage tasks from the email sidebar in Gmail
Use the CRM sidebar to work with tasks while you’re reading or replying to messages.
To create or update tasks from the CRM sidebar in Gmail:
Open an email thread that’s linked to a box in Streak.
Click Tasks in the Streak sidebar on the right side of Gmail to view existing tasks and create new tasks in the task mole.
Enter a clear task title, set a due date, and assign it to a team member if applicable.
To update an existing task, click on the title, clock icon, or avatar to update the task name, due date, or assignee.
Mark tasks complete by clicking the checkbox to the left of each task
Managing tasks in the CRM sidebar lets you create, update, and complete tasks directly from the email you’re viewing in your Gmail inbox.
View all tasks in Streak Upcoming (global task list)
Use Streak Upcoming to review and manage all tasks assigned to you across every pipeline.
To manage tasks in the Upcoming view:
Click the orange checkbox to open Streak Upcoming in the Gmail sidebar.
Review tasks grouped by due date, such as Last Week, Yesterday, Today, Tomorrow, or Next Week.
Use quick‑action buttons (Email, Calendar, Call) directly from each task to take action without leaving the view.
Click the box name under each task to open the box and view full details and interaction history.
Click All Pipelines at the top of the Streak Upcoming menu to filter your tasks by each pipeline.
Click on the due date to update when it's due.
Mark tasks complete by clicking the checkbox next to the task.
This view is helpful for daily or weekly reviews, especially when you work across multiple pipelines. It stays open as you navigate around Streak and Gmail to keep your tasks front and center.
Sync tasks to Google Calendar
Tasks with a due date automatically sync to your Google Calendar. This lets you see tasks alongside your meetings and other scheduled work without switching tools.
Google Calendar integration includes:
Automatic event creation: Any task with a due date appears as a calendar event.
Real‑time updates: Changing a due date in Streak updates the event automatically.
Direct navigation: Clicking the event opens the linked box in Streak.
Calendar visibility: Tasks follow your Google Calendar display settings and appear in Day, Week, or Month view.
No setup required: The integration works by default for all users connected to Google Calendar.
To view tasks in Google Calendar:
Create a task with a due date in Streak.
Open Google Calendar. The task appears as an event at the date and time you selected.
Click the event to see task details and open the associated box in Streak.
Update the due date in Streak if plans change. The calendar event updates automatically.
Viewing tasks in Google Calendar helps you track follow‑ups alongside your existing schedule.
Receive task notifications when tasks are due
Streak can remind you when tasks are due with email and browser notifications. These messages help you keep track of upcoming work without needing to check Streak or the Upcoming view.
To configure your task notification settings:
Go to your Gmail settings.
Click See all settings.
Select Streak settings.
Scroll to the Notifications section and locate Tasks due and Tasks completed settings.
Choose how you want to receive notifications:
Tasks Due: enable browser and email notifications for tasks you've created.
Tasks completed: enable browser and email notifications when a team member completes a task you assigned to them.
Changes save automatically.
Task quick actions: shortcuts for email, dialer, and Google Calendar follow-up
Task quick‑actions help you take the next step directly from a task without navigating away from your workflow. These actions appear inside a task when the task title includes the name of a contact stored in the box.
To use task quick‑actions:
Open a task in a box, the email sidebar, or the Upcoming view.
If the task title includes a contact name, look for the quick‑action buttons below the task title.
Click a quick‑action to complete one of the following steps:
Email: Opens an email compose window with a draft addressed to your contact.
Google Calendar: Opens a Google Calendar event draft with the contact added.
Call: Displays available calling and dialer options based on the phone number in the contact card.
Return to the task to update the due date, assignment, or mark it complete.
Quick‑actions are helpful when you’re ready to take immediate action on a follow‑up, especially in time‑sensitive workflows.
Examples of how to use tasks in Streak
These examples show common, real‑world ways teams use tasks in Streak.
Sales follow‑up
Use tasks to schedule specific follow‑ups tied to a contact.
Example: “Follow up with Marcus about the sample shipment — Friday at 3pm.”
This task appears in the box, Upcoming, and Google Calendar when a due date is added.
Multi‑pipeline workflows
Use tasks with pipeline filters to manage responsibilities across different workflows.
Example: A founder switches the Upcoming pipeline filter to Hiring to focus only on recruiting‑related tasks.
Working directly from email conversations
Use tasks in the CRM sidebar to track next steps without switching views.
Example: While replying to a thread, the sidebar shows “1 task.” Opening it lets you update or complete the task without leaving the email thread.
Time‑specific reminders
Use tasks when follow‑ups need to happen at a specific time rather than just a stage.
Example: “Call the vendor at 2pm” ensures the reminder appears in Upcoming and on Google Calendar.
Assigning work to teammates
Use tasks to delegate a next step to the right person.
Example: “Send revised contract to client,” assigned to a teammate, appears in their Upcoming view and triggers notifications if enabled.
Troubleshooting and FAQ about tasks in Streak
What are CRM tasks used for?
What are CRM tasks used for?
CRM tasks help you track follow‑ups and next steps tied to leads, customers, or ongoing work. They remind you to take action at the right time and keep your process consistent.
Should I create a task for every step of my workflow?
Should I create a task for every step of my workflow?
Use tasks for one‑off actions tied to a specific record. For repeatable steps that apply to every lead or deal, rely on pipeline stages or saved views. This keeps your process clean and helps you avoid creating tasks you don’t actually need.
Why use CRM tasks instead of email flags or stars?
Why use CRM tasks instead of email flags or stars?
Email flags mark messages, but they don’t connect your to‑do items to a specific lead or customer. CRM tasks keep your follow‑ups organized by deal or contact so you can view tasks alongside other context needed to move a deal forward.
Why isn’t my task showing in Upcoming?
Why isn’t my task showing in Upcoming?
A task may not appear if it’s assigned to someone else or filtered out. Check the assignee on the task and confirm your pipeline filter is set to the correct pipeline.
Why don’t I see my task in Google Calendar?
Why don’t I see my task in Google Calendar?
Tasks only sync when they have a due date. Confirm a due date on the task, then reopen Google Calendar. The event appears automatically.
Why am I not receiving task notifications?
Why am I not receiving task notifications?
Go to Gmail settings → See all settings → Streak settings → and ensure Tasks due and Tasks completed notifications are enabled for email or browser alerts.
Why are quick‑action buttons missing from my task?
Why are quick‑action buttons missing from my task?
Quick‑actions only appear when the task title includes the name of a contact that’s been added to the box. Add the contact’s name to the task title to enable Email, Calendar, and Call buttons. For example, name the task “Follow up with Maria” instead of just “Follow up with lead”.
Why can’t I see my teammate’s tasks?
Why can’t I see my teammate’s tasks?
You can only see tasks that you created or to which you’re assigned.
What’s the difference between CRM tasks and reminders?
What’s the difference between CRM tasks and reminders?
CRM tasks stay linked to the record they belong to and often include context like due dates, assignments, and notes. Reminders are usually time‑based alerts that don’t stay attached to a specific record.
How do CRM tasks help teams work together?
How do CRM tasks help teams work together?
Teams use CRM tasks to assign ownership, track who’s responsible for follow‑ups, and prevent work from being duplicated or missed.