Assigning deal related tasks is an efficient way to stay organized and make sure things don't fall between the cracks.
Assigning deal tasks
Begin by opening the deal in question
Open the secondary menu and select "Add task to this deal". Task window opens
Select the due date
Add task description
Change the assignee, if required
Working with tasks
All assigned tasks are stored in the "Tasks" section where you can mark task completed as well as delete tasks altogether. See picture below.