Adding a Task

You can view existing tasks and create new ones within a specific contact/lead by selecting the “Tasks” tab on the left side of the dashboard. The tasks dashboard presents a summary of all open tasks and uses a color-coded indicator so you can quickly see which tasks are in process, currently due, or overdue.

To create a new task, click the “Add New” button at the top left of the tasks dashboard. This will open a dialog box where you enter information related to the task.

The system defaults the Owner and Assigned Employee to your name. You can assign the task to another team member by clicking on the pencil icon next to “Assigned Employee.” You can search for an existing contact or add a new one. You can also relate the task to a contact within the CRM under the “Related Primary Contact” section.

Select the following from the drop-down menus:

  • Task Type:
    • General Task: This will show up under tasks in the Dashboard and in the Contact quick view under “Tasks.”
    • Follow up Task: Categorized as a “Touch Point” in your Dashboard, you can quickly create a follow-up task in the contact’s quick view.
  • Status: Cancelled, Completed, Planning Stage, Postponed, Scheduled
  • Priority: Critical, High, Medium, or Low

If the task starts at a specific time, un-check the “All Day Event” box to input a start and end time.

You can send task information via email by clicking on the “Invites” button at the bottom and selecting the contact email addresses you wish to send the invite to.

Note: Make sure you have set up an SMTP server for email notifications. To set up your SMTP server please go to “Administration/SMTP Settings” and enter your credentials to connect to your SMTP server. Contact Support for additional assistance.

You can delete a task by clicking on the red “X” to the right of the event within the Task grid view.

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