✔️Tasks Overview
How to use Tasks to keep track of and manage your teams' activities
Last updated
How to use Tasks to keep track of and manage your teams' activities
Last updated
On the left-hand menu, below Inbox and above Campaigns, you will find an area to create and manage tasks as they are assigned to your team.
In this article, we'll show you a brief overview of this page and how you can use it to keep track of your teams' activities.
Keep in mind: we recommend using this along with the Sales Pipeline tool. However, the pipeline tool is not required to use Tasks.
Assigning tasks is a great way to designate work to your team and keep track of how everyone's progress is coming. The first thing we'll cover is how to create a new task.
Click on the green + button on the top right to open the below screen.
On this screen, you can add a title to the task, add a due date for the task, assign the task to a member of your team (as well as a user in your platform the task relates to), what kind of task it is, a description of what the task involves, and a document upload option if that is required to complete the task.
Once assigned, the task will appear in the main tasks area, sorted by when the task is due.
