Tasks

You can create tasks for Contacts, Companies, and Deals.

What are tasks?

Tasks allow you to create a task using a WYSIWYG editor. For example, if you need to make a phone call

In addition to the task content, you will be able to keep track of...

• When the task was added
• Who it was added by
• When was the last time the task was edited
• Type of tasks: Task, Call, Email, and Meeting
  
  

  

• Sort by: due soon, pending, overdue, complete

Viewing Tasks...

There are two ways to view tasks

• Under the Tasks tab

• In the Dashboard

Adding a Task...

To add a task go to the contact or company record, on the second column you will find three tabs(Activity, Notes, Tasks, Files), and click the Tasks tab.

You can then enter the content for your task, select a task type, and click [ Create ]

Editing a task...

To edit a task click the verticle ellipsis(three dots) and select Edit. You can then edit the task content and save any changes.

Deleting a task...

To delete a task click the verticle ellipsis(three dots) and select Delete. 

You will be asked to confirm.

Completing a task...

To complete a task click the blue thumbs-up