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Task List

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Task List

Tasks are a great way to prioritize and stay on top of what you need to accomplish, and remind you when it should be executed.

On Dashboard, you can view your Task Summary. This reminds you of what the task is, the due date & time, and the priority level.

  • Click All Tasks in Task Summary, or go to Leads > Task List.
  • To create a task, click Add Task.
  • Fill in Task Description & Due Date (mandatory), and include the due date & reminder if you choose.
  • Setting a reminder will send you an email that many minutes prior to task due date & time.


You can also add tasks to a single lead or to multiple leads.

  • Open Manage leads > select leads > select action > Add Task and fill in details. Click Save Task.
  • You’ll be brought to Manage Leads > task appears in the Lead History.
  • In your Task List, you can see the description and the contact it is assigned to.



To add a task to single lead, open lead record & select Add Task.

  • Fill in the appropriate details > Save Task.


To manage tasks:

  • Open Task List
  • Status not complete with red x.
  • When completed, click and it will turn to a green checkmark


To delete a task:

  • Hover over gear > Delete > Confirm delete.
  • Task(s) no longer appear on Dash.

 

Topics Covered:
Lead Tasks Leads
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