How do I create new tasks?
How do I create new tasks?
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
Type the task in the Add a task bar and click Add to save
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 button on the upper right corner of your Swivel (by your name), and click +Add 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.
Where can I see all users tasks for my account?
Where can I see all users tasks for my account?
From the Tasks dashboard widget, toggle the Show All button to the right. Now, all tasks in your account will display. If you only want to view your own assigned tasks, toggle the Show All button to the left.
Can I assign tasks to other team members?
Can I assign tasks to other team members?
Yes! Once you have created your task, click on the action menu and select Assign.
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 noticiations 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 Show Completed
2.From the Contact, click Tasks and click the Eye icon to display the completed tasks
