1. Click "Tasks"
Access to the Task option on the lower left side menu. By using these tasks, you can easily manage work and responsibilities within your team
2. Click "+ New Task"
Click the yellow tab in the upper left corner to start creating a new task.
3. Add Task Title
Fill out this form with your task name.
4. Add Description
Describe the task that you are going to perform in the description.
5. Select Assignee
Choose the Assignee for the task.
6. Add Contact
Choose a contact for the task or you have the option to skip and create a contactless tasks.
7. Click "Save"
Save the changes made by clicking the save button.
8. Click "..."
A menu option can be expanded by clicking the 3 dot icon in the left corner.
9. Select command
This list allows you to edit, delete, or mark the tasks as complete.
10. Filter Contact
By applying the filter, you can see all assigned and unassigned contacts in a list.
11. Click "Contacts"
Alternatively, you can view assigned tasks through your contacts.
12. Select Contact
You can select a contact by clicking their name.
13. Click Task
Click on the check box icon in the upper left corner of the screen to see whether a contact has assigned tasks.
14. Click "+Add"
Select this option to add tasks directly to a contact.
15. Add "Title"
Add your task name in the title field.
16. Add Description
You can use the description box to write instructions or describe your task in detail.
17. Assign Task
Use this option to assign the task to the appropriate Assignee.
18. Click "Save"
Click on the save button to save your task.
19. Click Edit
By clicking this icon, you will be able to edit the assigned task in a contact.
20. Click Delete
This option can be selected if you wish to unassign and delete the task.
Internal Tasks For Your Team
It will allow you to more easily monitor their progress and ensure that they are completing the tasks efficiently.
Create Contactless Tasks
Create tasks on the task list page without a contact specifically for your team members. These tasks can be used to manage work and responsibilities within your team easily.
Filter Internal Tasks
Utilize the "Unassigned" option in the "Contact" filter field to filter out contactless/internal tasks for your team.
Assign, Remove, or Reassign the Contact to a task
Along with creating contactless tasks, the contact can be added, removed, or reassigned anytime post a task is created giving you absolute control over managing the tasks in your account.
