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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?

1. To add a task, click Add a Task in the top right corner of the Tasks section or simply click + next to Tasks.
2. An empty task box will slide in from the side
3. Enter a Task name (required)
4. Fill out the rest of the form fields
5. The task automatically saves as you fill in the information

How to mark a task as completed?

1. On the CRM dashboard select Tasks
2. In front of the task that you want to select as completed, there is an empty check box.
3. Select the box

Or

1. Open the task
2. 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?

1. Select Tasks to begin
2. Click on the task that you would like to delete, and the task will expand
3. Click the action button (•••) located next to the X.
4. Click Delete Task

How do I add a comment to a task?

1. Select Tasks in the CRM module
2. Click on the task that you would like to add a comment
3. The task expands into a window allowing you to edit, change, or add comments
4. In the New Comment section, add a comment and when done click Add Comment to continue
5. Click the X once completed to close the task

How do I edit/delete a comment in Tasks?

1. Select Tasks in the CRM module
2. Once in Tasks, select the task that you want to edit or delete
3. Directly under the comments box, select the (•••) icon → Edit Comments or Delete Comments
4. In the edit box here you can edit the comment, once done click Edit Comment to continue
5. The comment will then show the edit date

How can I filter my tasks?

1. Select Tasks in the CRM module
2. To view filter options, click the Filters button and a pop-up window will appear
3. You can filter by Status, Date Range, Assigned To, Type, or Priority
4. Once you have selected your filter, choose Apply Filters

How do I edit a task?

1. Select Tasks in the CRM module
2. Click the task that you would like to edit
3. Once selected, the window will expand to show the task
4. You can edit the task in the window
5. 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