Users can view and manage tasks efficiently from the Task tab on the left side main navigation menu. This experience gives staff and managers a look into personal tasks as well as tasks assigned to other users.
Task Features
Filtering Tasks by Users
This allows you to easily filter and view all tasks based on assigned user. You can select one or multiple users as well as view all tasks Unassigned.
How to Filter by User
From the Tasks tab > click Users and select the user(s)
Click the Clear button to remove the user filter criteria and view all Tasks
Search Tasks
Use the Search bar to easily search tasks based on the task name (please note, this does not search by the Contact associated to the Task).
Show Completed Tasks
Display previously completed Tasks by selecting Show Completed
Create New Task
Users can easily create a New Task and associate to an existing contact, or leave it as a General task, directly from this page by clicking the +New Task button
How to create a New Task
From the Task tab > click +New Task and complete the Create Task pop-up
Task Type - select General if the task is not associated to a contact (e.g. "Order office supplies" or select Contact if the task is specific to a lead, prospect, or client (e.g. Send Jim Halpert a postcard)
Name - Enter the Task Name
Due Date - enter the due date
User - Select the user responsible for completing the task
When complete < click Save
Comments
Tasks can have comments associated to them. These comments are viewable from the Contact's show page, Tasks Dashboard widget, and the Task tab.
If a comment is associated the task, the chat bubble icon will be filled in as pictured below.
How to add Comments to a Task
Navigate to the desired Task and > click the small chat bubble icon
Complete the Enter comment here and > click Comment to save.