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
If the task type is 'Call,' a phone icon will appear, enabling you to make a call or Record call activity.
If the task type is 'Email,' an envelope icon will appear, enabling you to Compose an email, Send an email template, or Record call activity.

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 ]

Snooze a task...

To snooze a task click the verticle ellipsis(three dots) and select Snooze. This will postpone the task deadline by 254 hours.

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

Bulk edit tasks...

To bulk edit tasks, hover over a task type icon, which will change into a checkbox. Select one or more tasks to reveal the batch menu with the following options:

[ Edit ]: Open a form to update the task type, due date/time, and assignee for the selected tasks.
[ Snooze ]: Delay the task deadlines by 254 hours.
[ Delete ]: Remove the selected tasks.
[ Mark Complete ]: Mark the selected tasks as completed.
Clear Selection: Deselect all tasks.