Key Features and Benefits
Smart Lists: Quickly access tasks due today or in the near future with predefined filters.
Advanced Filtering Options: Sort and find tasks by criteria such as due dates, priority, and assignees.
Field Customization: Display only the fields you need, providing a personalized task view.
Recurring Tasks: Automate repetitive tasks with configurable recurrence options, saving time.
Standalone Tasks: Assign tasks independently of contacts, perfect for internal team management.
Enhanced UX: Navigate tasks easily with an intuitive interface and redesigned task creation modals.
How to Use the Tasks Tab
Step 1: Accessing the Tasks Tab
1. Navigate to the Contacts section at the left and select Tasks from the menu at the top.
2. View the list of tasks, organized by default into smart lists like “Today” or “Upcoming.”
Step 2: Creating a Task
1. Click on the + New Task button in the top-right corner.
2. Fill in the task details in the pop-up, including:
Task name.
Assignee.
Due date.
Recurring Tasks.
Priority level.
3. Save the task to add it to your list.
Pro Tip: Tasks can also be created automatically through workflows, reducing manual input.
Step 3: Managing Your Tasks
1. Search and Filter:
Use the search bar to find tasks by name.
Apply filters to narrow tasks by assignee, due date, or contact.
2. Bulk Actions:
Select multiple tasks using checkboxes on the left.
Mark tasks as complete, pending, or delete them in bulk.
3. Individual Task Management:
Click the pencil icon to edit, the trash icon to delete, and check to mark a task as complete.
Step 4: Setting Up Recurring Tasks
1. Go to the Tasks Tab and create a new task.
2. Toggle on the Recurring Task option and configure:
Frequency (daily, weekly, monthly, etc.).
End date (never, after set occurrences, or a custom date).
Assignee and task details.
3. Save the recurring task to automate its creation at regular intervals.
Pro Tip: Use the “Create Even if Overdue” option to ensure tasks are generated on schedule, even if previous ones remain incomplete.
Step 5: Customizing the View
1. Adjust the displayed fields to include only what’s relevant (e.g., task name, due date, priority).
2. Sort tasks by priority, due date, or custom criteria to stay organized.
1. Project Management:
Use tasks to assign and track project-related activities, ensuring deadlines are met and responsibilities are clear.
2. Follow-Ups:
Create tasks to follow up with contacts after meetings or communications, ensuring no leads are overlooked.
3. Team Coordination:
Assign internal tasks to team members for administrative duties, meetings, or general operational needs.
4. Campaign Management:
Automate task creation based on campaign triggers to streamline marketing efforts and task assignments.
FAQ
Can I create tasks without linking them to a contact?
Yes, you can create standalone tasks for internal use by leaving the contact field blank.
How do I edit a recurring task?
You can edit future instances or individual occurrences from the Tasks Tab. Changes apply based on your selection.
Can I restore deleted recurring tasks?
Yes, deleted recurring tasks can be restored from the recovery options within the Tasks Tab.
What are Smart Lists?
Smart Lists are predefined filters like “Today” or “Upcoming,” designed to quickly display tasks based on their due dates.
How do I filter tasks by team member?
Use the dropdown filter for assignees to view tasks assigned to specific team members.
