Managing Your Tasks Tab

July 31, 2024•1 min read

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

Filter Tasks using the dropdown options, found in the top right corner

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.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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