What are Tasks?
Tasks are meant to help sales and marketing teams manage their to-do list to work more efficiently. They can be created as to-do lists and reminders for individual contacts, opportunities, organizations, as well as tracked by sales managers to measure results and monitor performance.
How to add a task?
- To add a task, click Add a Task in the top right corner of the Tasks section or simply click + next to Tasks.
- An empty task box will slide in from the side
- Enter a Task name (required)
- Fill out the rest of the form fields
- The task automatically saves as you fill in the information
How to mark a task as completed?
- On the CRM dashboard select Tasks
- In front of the task that you want to select as completed, there is an empty check box.
- Select the box
Or
- Open the task
- Check the box next to Mark as Complete
Once you have completed the task, it will be added to the completed tasks list.
How do I delete a task?
- Select Tasks to begin
- Click on the task that you would like to delete, and the task will expand
- Click the action button (•••) located next to the X.
- Click Delete Task
How do I add a comment to a task?
- Select Tasks in the CRM module
- Click on the task that you would like to add a comment
- The task expands into a window allowing you to edit, change, or add comments
- In the New Comment section, add a comment and when done click Add Comment to continue
- Click the X once completed to close the task
How do I edit/delete a comment in Tasks?
- Select Tasks in the CRM module
- Once in Tasks, select the task that you want to edit or delete
- Directly under the comments box, select the (•••) icon → Edit Comments or Delete Comments
- In the edit box here you can edit the comment, once done click Edit Comment to continue
- The comment will then show the edit date
How can I filter my tasks?
- Select Tasks in the CRM module
- To view filter options, click the Filters button and a pop-up window will appear
- You can filter by Status, Date Range, Assigned To, Type, or Priority
- Once you have selected your filter, choose Apply Filters
How do I edit a task?
- Select Tasks in the CRM module
- Click the task that you would like to edit
- Once selected, the window will expand to show the task
- You can edit the task in the window
- No need to save! All edits are saved automatically.
What do the colored bars mean next to the tasks?
- One Green bar = low priority
- Two Orange bars = medium priority
- Three Red bars = high priority
How many characters are allowed in the comment box?
- The character count is 1500