Managing Your Tasks Tab

The dedicated Tasks tab allows you to view a list of all your tasks, so you can easily manage tasks for your business. By using this feature  you can view, create, edit, search, and filter through your Tasks.

Step 1: Create a Task

• Navigate to Contacts >Tasks

• Click “+New Task” in the top right corner

• Fill out the popup that appears:

• Tasks can also be added using automations such as Workflows, Triggers, and Campaigns

Step 2: Managing Your Task List

• Search by a Task name in the search bar, found in the top left corner

• Use the dropdown options in the top right corner to filter tasks by various criteria, including due dates and assignees.

• Use the “Unassigned” option in the contact filter to view tasks that are not associated with a specific contact.

• Check the box on the left side of the Tasks to select multiple and apply bulk actions

  • You can mark as complete, mark as pending, or delete multiple tasks at one time.

• Click the 3-dot dropdown menu to individual manage one Task

  • You can mark as complete, edit, or delete a task in this way.

• Contactless Tasks - Internal Tasks for Your Team

• Create and Assign Tasks to your team members without the need of a contact.

• How to Use

Step 1: Create a Task Without a Contact

Navigate to the Tasks List View:

Go to the dedicated Tasks tab.

Click “+New Task” in the top right corner.

Fill out the popup that appears.