Tasks are the things you need to do, for example; you might set a task to remind you to call a contact on a particular date. You can setup tasks for yourself and also asign them to other people in your organization.
When a Task is completed it is automatically saved to the account Activities, creating a timeline in the account.
In this article we tell you more about:
Add tasks
When you start creating tasks you can use the button + New task or + Add.
A new screen will open:
There are dropdown-options for each field and a date picker. If you want to set a specific time for your task you can do this by unchecking the all-day task box and typing in the time you want. You can also set Repeat Tasks so a task repeats at a given interval, e.g. every month or year (see below).
If you are the system administrator you can customize the dropdown-lists to suit your business. Once you have entered the task details click Save and the task will be recorded in the company account.
Dashboard
On your Dashboard you can select a widget that will alert you to any outstanding Tasks. You can also access your Tasks list from the main menu. You can filter the Tasks by My Tasks, My Groups’and All Tasks.
Complete and New task
You can complete a task to click on the task in the overview. In the edit screen you have the button Complete and new on the top right corner.
Complete and new completes the task and then automatically takes you to the Add task page to setup up a new task for the Company Account. For example, you can finish a task to call a customer but want to set up a new task straight away to call back a week later to set up a meeting.
Repeat tasks
Repeat tasks lets you create a task that repeats at given intervals. For example, you might want to set a task to flag up an annual expiry date or maybe for a 6-weekly courtesy call.
To set a Repeat task, when creating the task scroll down to the Repeat section at the bottom of the screen, then set the Repeats enabled button to Yes and set the frequency
Columns
You can select which fields show on the grid and the order they appear by clicking the Columns button. You can select the fields you want to see from the dropdown list and use the drag & drop to change the order they appear on the grid. Then click Save. If you have more columns than will fit to your screen size, a scroll bar will appear at the bottom of the table so you can slide across to view them.
On the grid, you can sort your data by clicking on the column header, e.g. by Date, Account Name, Type, etc. The column header that the data is sorted by will be highlighted in blue text.
Email notification of tasks
When you set a Task for someone else you can select whether or not to send the Task Owner an email reminder. N.B. The reminder is sent when you set the Task. Please contact us to switch on this function.