Task

Keep track of your to-dos, reminders, and scheduled activities

How to create Tasks (Reminders)

Can I filter by my tasks, all tasks, or completed tasks?

What filters can I use in the task section?

Can I view or find my team’s tasks?

When creating a task, can I add or assign it to someone?

How to Create recurring tasks or tasks with a due date (reminder)

How to view all my tasks?

How to complete a task?

Are tasks linked to a message?

How can I select leads and add a due date when creating a task?