Managing Your Tasks Tab

The dedicated Tasks tab allows you to view a list of all your tasks, so you can easily manage tasks for your business. By using this feature  you can view, create, edit, search, and filter through your Tasks.

Step 1: Create a Task

• Navigate to Contacts >Tasks

• Click “+New Task” in the top right corner

• Fill out the popup that appears:

• Tasks can also be added using automations such as Workflows, Triggers, and Campaigns

Step 2: Managing Your Task List

• Search by a Task name in the search bar, found in the top left corner

• Filter Tasks using the dropdown options, found in the top right corner

• Check the box on the left side of the Tasks to select multiple and apply bulk actions

You can mark as complete, mark as pending, or delete multiple tasks at one time.

• Click the 3-dot dropdown menu to individual manage one Task

You can mark as complete, edit, or delete a task in this way.