Working with Tasks

Use tasks to remind yourself to take specific actions with a contact. Tasks help you focus on what matters to you at the point you are ready to action them.

The Tasks page will display tasks by:

  • Today's tasks: Easily be able to see what you need to do today.
  • Overdue tasks: We understand, sometimes you can't complete tasks the day they are due, so you can go back and catch up when you have time!
  • Future tasks: See what is upcoming so you can better prepare. We have you covered! This view will also show tasks with no due date.

The Calendar page will display your tasks in a monthly view.

Task types

Use task types to identify which type of action your task requires. For example, use the "Call" task type to represent a task that requires a call to the contact.

You can set the task type in the "Create task" or "Edit task" window. The default task type is "Follow Up," but clicking the task type drop-down menu will reveal the following task types you can set:


On the Tasks page you can filter your task lists to show specific task types by clicking the "Filters" drop-down menu at the top right of your Calendar:

FAQs

Question: I'd like to see what other users tasks are. Can I do that?
Answer: If you are an admin, yes! There is a dropdown in the top right of the Calendar and Tasks pages, you can select from "Everyone" to a specific user

Question: I have a lot of overdue tasks. How can I delete them?
Answer: From Overdue Tasks, click the "Clear My Overdue Tasks" link. You can clear your own tasks. Even as an admin, you only have the ability to clear your own tasks.