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Go to (press G then…)

  • Dashboard G D
  • Leads G L
  • Customers G C
  • Contacts (peOple) G O
  • Projects G P
  • Tasks G T
  • Marketing campaigns G M
  • Quotations G Q
  • Sales orders G S
  • Service desK G K
  • Invoices G I
  • Suppliers G U
  • Purchase orders G E
  • Competitors G V
  • Reports G R
  • Activity G A
  • Chat G H
  • Inbox G N
  • Products G B
  • Organisation settings (Gear) G G
  • Help centre (Wiki) G W

Create new (G, section, then N)

  • New lead G L N
  • New customer G C N
  • New quotation G Q N
  • New invoice G I N
  • New sales order G S N
  • New service desk case G K N
  • New task G T N
  • New project G P N
  • New purchase order G E N
  • New competitor G V N

On the current page

  • New N
  • Edit E
  • Focus search /

Within a list

  • Next / previous row J / K
  • Open focused row Enter
  • Toggle select on row X

General

  • Global search (all records) ⌘K
  • Open this cheat sheet ?
  • Close dialog / clear chord Esc
Press N after any creatable section (also suppliers, products, campaigns) to open its new form. Shortcuts are ignored while typing in inputs. Press Esc to close this dialog or clear a pending chord.
Beagle Software
All topics 35

Personal & team work

Tasks

Backlog → Done

Tasks track follow-ups across leads, customers, quotations and invoices. Statuses are Backlog, To do, In progress, On hold, Recurring, and Done. Mark a task as priority to push it to the top of your list.

The tasks board (kanban) with Backlog, To do, In progress, On hold and Follow-ups columns

Where tasks come from

Create tasks manually, or BeagleCRM creates them from lead next-action dates and overdue invoices via automations. Tasks can also belong to customers, projects, and project phases, so the same work item appears in the right operational context.

Recurring tasks

A task with the Recurring status repeats on a schedule so housekeeping work (weekly check-ins, end-of-month review) stays on the list.

Board, calendar, and list views

The Tasks page has three working modes. Board groups tasks by status and supports quick filtering by search, assignee, and due window. Calendar shows due work by month, week, or day, including timed tasks. List gives a compact table for scanning, sorting, and opening tasks quickly.

Inside a task

The task form separates essentials from schedule and context. Use it to set owner, assignee, customer, project, project phase, start date, due date, due time, reminder, repeat pattern, and whether weekends are allowed. After saving, add notes and one or more checklists; checklist items can be ticked off and reordered.

Manual only vs. all tasks

Automation-generated tasks (onboarding checklists, lead follow-ups, overdue invoice chases) can swamp the board, calendar and list when you have hundreds of customers. The Tasks page has a Manual only / All tasks toggle next to the filter button, showing the mode you are currently in. All tasks is the default, so automation output is included until you say otherwise. Click the button to flip to Manual only and hide automation-managed tasks across board, calendar and list views.

You can still see every onboarding task for a single customer on that customer's Success plan and Onboarding panels.