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What are tasks and how can I use them?

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What are tasks and how can I use them?

Tasks are essentially reminders. You can create a task and assign it to a lead (or multiple leads) or you can create a generic task that acts as a reminder to take action.

When you create a task, you give it a description (what the task is supposed to remind you to do) and a due date. You can also set a reminder for the task. When you set a reminder, you are sent an email to the email listed in your account reminding you of that task.

Your 4 most recent tasks will appear on your Dashboard; to view all tasks you can click the link to view 'All Tasks' or you can navigate to Leads > Task List.

To create a general task:
  • Navigate to Leads > Task List.
  • Near the top right, click Add Task.
  • Provide a task description (what the task should remind you to do) and provide a due date for the task.
  • Optional: set a priority, set a task time (the time it should be completed), and set a reminder. If you elect to set a reminder, it will send you an email reminder x minutes/hours prior to the task time.
  • Click Save Task to save your task. Depending on the due date and priority, you may/may not see this on your Dashboard immediately.
To create a task for a specifc lead:
  • Open the lead record you wish to create a task for.
  • At the top, click Add Task.
  • Provide a task description (what the task should remind you to do) and provide a due date for the task.
  • Optional: set a priority, set a task time (the time it should be completed), and set a reminder. If you elect to set a reminder, it will send you an email reminder x minutes/hours prior to the task time.
  • Click Save Task to save your task.
  • Once saved, you'll see the Task appear in the Tasks tab in your lead.
To create a task for multiple leads:
  • Filter your contacts to get the list of leads you want to apply a task to (or use a pre-existing filter, or manually select the contacts) under Manage Leads.
  • Once selected, click the 'Select Action' drop-down.
  • Select 'Add Task.'
  • Provide a task description (what the task should remind you to do) and provide a due date for the task.
  • Optional: set a priority, set a task time (the time it should be completed), and set a reminder. If you elect to set a reminder, it will send you an email reminder x minutes/hours prior to the task time.
  • Click Save Task to save your task.
  • Once saved, you'll see the Task appear in the Tasks tab in your selected leads.
Topics Covered:
Lead Tasks Leads
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