Managing Your Tasks Tab

Modified on Sun, 04 Dec 2022 at 10:58 PM

The dedicated Tasks tab allows you to view a list of all your tasks, so you can easily manage tasks for your business. By using this feature, you can view, create, edit, search, and filter through your Tasks.

Step 1: Create a Task

  • Navigate to CRM >Tasks
  • Click “+New Task” in the top right corner

  • Fill out the popup that appears:

  • Tasks can also be added using automations such as Workflows, Triggers, and Campaigns

Step 2: Managing Your Task List

  • Search by a Task name in the search bar, found in the top left corner

  • Filter Tasks using the dropdown options, found in the top right corner

  • Check the box on the left side of the Tasks to select multiple and apply bulk actions
    • You can mark as complete, mark as pending, or delete multiple tasks at one time.

  • Click the 3-dot dropdown menu to individual manage one Task
    • You can mark as complete, edit, or delete a task in this way.

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