Tasks

Tasks in Pillar live on project cards. They're the to-do list for moving a deal forward — "call Mary on Tuesday," "send the LOI," "get the updated title."

Creating a task#

From any project card, click + Task. Fill in:

• What — the task description.
• Who — the assignee (defaults to the card's owner).
• When — due date (optional but recommended).
• Tags — optional freeform labels.

Or from the Tasks tab in the CRM, you can create stand-alone tasks not tied to a project.

Task views#

Three lenses for the same underlying task list:

• My tasks — tasks assigned to you.
• By project — grouped under each card they belong to.
• By due date — chronological, with overdue at the top.

Use the My tasks lens as your daily driver; use By due date for weekly planning.

Recurring tasks#

For tasks that repeat (weekly check-ins, quarterly follow-ups), set Repeats when creating. When you complete the task, Pillar automatically spawns the next occurrence.

Reminders#

Every task with a due date triggers:

• An in-app notification 24 hours before due.
• An email notification on the due date.
• A badge on the Tasks icon in the left rail until you complete it.

You can silence notifications per-task if needed.

Completing a task#

Check the box. That's it. Completed tasks are preserved on the project card for history — click Show completed to see them.

Bulk operations#

Select multiple tasks in the Tasks tab and:

• Reassign them to a different teammate.
• Reschedule (shift due dates by N days).
• Mark complete in bulk.
• Delete.

A word on hygiene#

Tasks work if you use them. They decay into noise if you don't. A few patterns that keep teams honest:

• Every project in the pipeline should have at least one open task. If it doesn't, ask whether the deal is actually moving.
• Close out completed tasks daily, not weekly.
• Use the My tasks / overdue view as a morning standup starter.