Managing and Creating Tasks

Learn how to manage and create tasks

Updated: October 25, 2024

1. Navigate to Contacts in the menu pane.
2. At the top of the screen, click on the Tasks tab.
3. This provides a list of all tasks.  Here you can filter by Contact, Assignee, Status, and sort by Due Date.
4. You can mark task complete by clicking on the checkmark under the status.
5. You can also use the 3 buttons to the right of the task to:
   1. Mark as pending/complete
   2. Edit task
   3. Remove/delete task
   

Creating a New Task

1. To create a new tasks click on the New Task button at the top.
2. Provide a Title for the task.
3. Add in a task Description (optional).
4. Select the Assignee for the task.
5. Assign the task to a specific Contact.
6. To adjust the Due Date, click on the date.  Select the new date and time.  Be sure to click the checkmark to confirm the changes.
7. Once your details for the task are completed, click on the Save button.
8. The task will now appear in the task list as well on the associated Contact Card.

Recurring Task

Recurring tasks allow you to create tasks that repeat automatically at specified intervals, reducing the need to manually recreate tasks. With this feature, you can configure task recurrence, set end dates, and manage ongoing tasks easily.

Feature Details

• Frequency Settings:
  Choose how often the task should repeat:

  • Hourly, Daily, Weekly, Monthly, or Yearly – select the appropriate interval based on your workflow.

• End Date Options:

  • Never: The task continues indefinitely.

  • Custom Date: Set a specific end date for the recurring task.

  • After a Set Number of Occurrences: Specify the number of times the task should recur.

• Create Even if Previous Task is Overdue:
  Enable this option to ensure that the next instance of the task is created according to schedule, even if previous occurrences are incomplete or overdue.

• Task Creation and Updates:

  • Create a New Task: Set up a new recurring task.

  • Convert Existing Task to Recurring: Update an existing task to repeat at set intervals.

• Edit Recurring Tasks:
  Adjust a recurring task by applying changes to all future occurrences or a single instance, depending on your needs.

• Delete Recurring Tasks:
  You can either delete all upcoming tasks in the series or delete just a specific occurrence.

• Restore Deleted Tasks:
  Accidentally deleted tasks can be restored, allowing you to bring back instances that were previously removed.

How to Use:

1. Open the Add New Task Modal:
   You can access the task creation modal from the Tasks, Contacts, or Companies page.

2. Enter Task Details:
Fill in the relevant details, such as the task name, description, and any additional information.

3. Set Recurrence:

• • Toggle on the Recurring Task option.

  • In the Repeats Every field, specify how often the task should repeat (e.g., every 1 day, every 2 weeks).

  • Choose an end date using the Ends Onoptions:

    • Never

    • Custom Date

    • After a set number of occurrences

  • Optionally, check the setting to Create a new task even if the previous one is overdue, ensuring tasks stay on schedule.

4.  Assign Task:
Select the Assignee and Contact (if relevant) to assign the task.

5. Save the Task:
Click Save to create the task and start the recurrence schedule.