✔️Tasks Overview

How to use Tasks to keep track of and manage your teams' activities

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.

Creating a Task

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.