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Tutorial Video - Guide to Using Tasks
Creating Tasks and Associating Tasks with Contacts
Setting up Task Folders
Automated Tasks and Task Reminder Emails
Can I add Tasks to my Calendar and set up a Pop Up Reminder?
Viewing Other Users Tasks, Assigning and Reassigning Tasks
View other peoples tasks
Assigning tasks to others
Can I reassign a task that was assigned to me, over to another user?
Using Shared Task Folders
Add Shared Task folders to track and monitor tasks to completion
Can I view ALL Shared Task Folders if I am an Admin User?
I can see ALL task folders but other CRM users can only see certain ones, why?
Make Tasks Read-Only
Task Email Reminders
When do I receive a task email reminder and what does this email look like?
How can I switch the email task reminders on or off?
Why are task reminder emails shown on the Dashboard?
Why am I not receiving task emails to remind me or update me on tasks?
Tasks - FAQs and Troubleshooting
Why are some tasks different colours?
Can you sort tasks by date and time?
How do I delete an individual task?
Can I restore a task if it is deleted?
If a deleted contact is restored, are the tasks associated with the contact restored as well?
See all 18 articles