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Tasks from the Dashboard
How to access Tasks from the Dashboard
Updated April 11, 2024
Accessing Tasks
- Navigate to Dashboard in the menu pane.
- Scroll down to the Tasks section.
- 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.