Tasks from the Dashboard

How to access Tasks from the Dashboard

Updated September 10, 2024

Accessing Tasks

1. Navigate to Dashboard in the menu pane.
2. Scroll down to the Tasks section.
   
3. When you click on the Task button from the Dashboard, it will open a new tab with All the Task list.

• You can filter tasks based on their status:
  
  1. Pending - indicates tasks that still need to be completed.
  2. Completed -  shows tasks that have been finished.
  3. All -  displays all tasks, regardless of their status.
  
  
• You have the option to sort tasks by their due date.
   1. The due date represents the deadline by which the task should be completed.
  
  
• Each task will have a title and a description.
  
  1. The title provides a brief summary of the task.
  2. The description provides more detailed information about the task.
  
  
• The Contact associated with the task represents the lead or individual the task is related to.
• Tasks are assigned to specific Users within the system who are responsible for completing
  the task.
• Once a task has been completed, mark it as finished by checking the corresponding checkbox.
• To delete a task completely, click on the 3 dots, hit trashcan icon and hit Yes.
• If you want to Edit the task, click on the 3 dots and hit Edit task.