Tasks - FAQs and Troubleshooting

Why are some tasks different colours?
Why are some tasks different colours? The different colours represent the priority level which you have assigned to that task.  Magenta is hi...
Mon, 17 Apr, 2017 at 5:22 AM
Can you sort tasks by date and time?
Tasks are now shown in order of date and time that the task is due.  Anything overdue shown in red, anything due today shown in orange and any tasks due...
Sun, 1 Jul, 2018 at 11:02 PM
How do I delete an individual task?
How do I delete an individual task? 1. Click on the task you wish to delete: 2. The edit box will appear, select delete an...
Mon, 17 Apr, 2017 at 5:22 AM
Can I restore a task if it is deleted?
At this time we do not have the ability to restore a deleted task.   If you require a restriction to be placed on using the Delete button when in...
Mon, 17 Apr, 2017 at 5:22 AM
If a deleted contact is restored, are the tasks associated with the contact restored as well?
Yes - if a contact that has been deleted and there were tasks associated to their deleted contact record, when the contact is restored then the tasks w...
Mon, 17 Apr, 2017 at 5:23 AM
Where can I view completed tasks?
1.  Go to tasks section within your account. 2.  Here you can see all tasks listed. 3.  To see the completed tasks within specific folders simp...
Sun, 1 Jul, 2018 at 11:02 PM
I have assigned a task to a colleague but this does not show in my Assigned task folder, why?
If you have created a task and you have assigned the task to a colleague then the task will be shown inside your 'Assigned' task folder - that i...
Mon, 17 Apr, 2017 at 5:10 AM
How do I see what tasks an expired user had? I need to re-assign these tasks to another person?
If you can please contact our Support Desk with details of the expired user and their user name and email address that was linked to their user profile we c...
Mon, 2 Jul, 2018 at 1:41 AM
Getting an error message box when adding a new task
This is because the task field has not been completed - this must be completed in order that the task be created, please see the example below: Onc...
Sun, 1 Jul, 2018 at 11:01 PM
How do I create a task and associate it with a person at a company instead of the main contact at the company - I cannot see a way to find the right person?
The issue described above would occur if you are working in organisation mode and wanting to set a task to someone who is not the default contact for that...
Sun, 1 Jul, 2018 at 11:07 PM