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 Task Tab:
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.
Where can I see all users tasks for my account?
Where can I see all users tasks for my account?
From the Tasks Tab, select the user(s) you would like to view tasks for using the User filter button.
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 change or add an assigned user to a task. You can also select the user icon or user name depending which task view are in to change the assignee quickly.
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 and click the Eye icon to display the completed tasks
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 find Unassigned tasks?
How do I find Unassigned tasks?
You can quickly locate unassigned tasks by sorting the task list by Assignee in List view.
Open Tasks and switch to List view.
Click the Assignee column header to sort the list.
Click Assignee again to sort reverse alphabetically.
This will bring Unassigned tasks to the top (or very close to the top) of the list so they’re easy to identify.
How do I complete a task?
How do I complete a task?
How you complete a task depends on where you’re 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.