Skip to main content

Task Management

Updated over 7 months ago

The Tasks List View brings a variety of upgrades aimed at enhancing task management and tracking within your account. Featuring advanced filters, flexible view options, and a user-friendly design, it simplifies the way you organize and stay on top of your tasks.

Feature 1 - Accessing the Tasks List View

  1. Navigate to Contacts > Tasks from the main menu.

  2. Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.

Feature 2 - Creating a new task

  1. Click + Add Task in the top-right corner.

  2. Fill in the following fields:

    • Title: Add a brief description of the task.

    • Description (optional): Provide additional details about the task.

    • Due Date and Time: Set a deadline for the task.

    • Recurring Task (optional): Toggle on to create a task that repeats based on a custom schedule.

    • Contact (optional): Assign the task to a specific contact.

    • Assignee (optional): Assign the task to a team member.

  3. Click Save to save and move to edit flow or Save and Add Another to continue creating tasks.

Feature 3 - Managing Tasks

  • Edit Fields: Use the pencil icon in the Actions column or click on the title of the task to modify task details.

  • Delete Tasks: Select a task and click Delete. Deleted tasks can be restored within two months.

  • Bulk Actions: Select multiple tasks and perform bulk actions such as marking tasks as done or deleting them.

Deleted tasks can be restored within a span of 2 months.

Feature 4 - Advanced Filters

Click Advanced Filters to narrow down tasks by:

  • Assignee

  • Status (All, Due Today, Overdue, Upcoming)

  • Due Date

  • Custom fields (if applicable)

Feature 5 - Sorting Options

Click Sort to reorder tasks based on:

  • Due Date

  • Title

  • Created At

  • Updated At

Did this answer your question?