How do I create new tasks?
How do I create new tasks?
From a Contact:
Navigate to the contact record that you want to add a task
On the right-hand side of the contact show page, Select Tasks
Click +Add Task
Complete the Task details slide out
From the Navigation Menu
Navigate to the Task Tab from the left side navigation
Select +New Task in top right hand corner, Select the +Add button from the list view, or select +New Task directly within a given Status on the board view.
Complete the Task details slide out
What if my task is not related to a contact?
What if my task is not related to a contact?
No worries! You can also create a new task (independent of a contact) by navigating to the Tasks Tab from the left side navigation and click +New Task.
Can I create recurring tasks?
Can I create recurring tasks?
Not at this time. If you need a task to repeat we recommend creating a workflow. Please review our workflows section for more information.
Where can I view my tasks?
Where can I view my tasks?
Your assigned tasks will display on the Task Dashboard Widget or from the Task Tab on the left side navigation.
Tasks will also display on the calendar in the top section on the date in which the task is due. Tasks shown on the calendar display in relation to the user calendar that is selected on the left side panel.
Can I assign tasks to other team members?
Can I assign tasks to other team members?
Yes. Use the Assignee field on the Task details page to assign a task to an individual user or a Group. You can also select the user icon, user name, or Group icon depending on which task view you are in to quickly update the assignee.
When assigned to a Group, active members of that Group will receive the task assignment notification.
Can I turn off the email notifications?
Can I turn off the email notifications?
Not at this time. We recommend creating an email inbox rule and sending the notifications to a specific folder in your email. That way, the task notifications do not take up value real estate in your primary in box. Please check with your email provider to learn more on in box rules and creating folders.
How do I view completed tasks?
How do I view completed tasks?
1. From the main navigation menu, click Tasks and select Filter. Use the Task Status filter to filter by any task status where you have configured "Completes Task".
2. From the Board view within the Tasks tab, navigate to the status column that you have configured as "Completes Task".
3. From the Contact, click Tasks. Completed tasks are hidden by the Completed Date: Empty filter pill. Click the pill and select Clear to show completed tasks.
To hide completed tasks again after removing the pill, click +, choose Completed Date, and change the dropdown at the top from is to is empty. No date is needed.
What order are tasks displayed?
What order are tasks displayed?
Tasks are listed first by Status, then by Priority within each status. Tasks are listed in this order on both the list, board, and dashboard views.
How do I filter tasks by user?
How do I filter tasks by user?
From the Tasks tab, you can filter tasks to see whatâs assigned to you, your Groups, or other users.
Use the Assignees filter to select one or more users or Groups.
Use the Me and my groups toggle to include or exclude tasks assigned to your Groups.
On â Shows tasks assigned directly to you and tasks assigned to your Groups.
Off â Shows only tasks assigned directly to you.
You can select multiple users or Groups to view their assigned tasks together.
How do I find Unassigned tasks?
How do I find Unassigned tasks?
Use the Assignee filter in List or Board view to find unassigned tasks.
Open Tasks.
Open the Assignee filter.
Select Unassigned.
The task view will display only unassigned tasks.
How do I complete a task?
How do I complete a task?
How you complete a task depends on where youâre viewing it.
Board view: Drag the task card into the Done column.
List view: Hover over the Status field for the task until an edit icon appears. Click the icon, then select Done.
From a contact record: Locate the task, click the Status button, and update the status to Done.