Creating and Editing Tasks
In this article
Creating a Task From the Tasks Module
Head on over to your Tasks module by clicking on the Tasks item in the main menu and clicking the Create a Task button. A Create a Task slide in side panel will appear.
This panel contains all the fields you need to create your task.
This is the name you give to your task and what will be displayed in the Tasks data grid.
You can relate your task to a contact or an organisation. Simply select which.
Once you've selected the contact or organisation you'll be prompted to search for and select them.
Setting a due by date is really important so you know when the task needs to be completed. When you click on the Due By field you'll be presented with a calendar and a time picker so you can select exactly when the task is due by.
Now you can choose your task type. You can select from one of the default but in task types (Task; Email; Call; Meeting; Marketing). If you want to add your own bespoke Task Type you can learn about how to do that here.
You can create tasks for your colleagues. Just select them from the Assigned To dropdown. To assign the task to yourself just click on the Assign to me link and you'll get auto-selected.
Sometimes you don't want some of your tasks to be made public. To keep a task private tick the Private Task checkbox. When a task is marked as private, only the following 'associated' users will be able to see or edit it:
- Assigned To user
- Assigned By user
- Created By user
- Modified By user
Give your task a description so you and the person you're assigning it to knows what needs doing.
Creating a Task From an Entity
You are also able to create a task from any contact, organisation, quote, or sale view page. When you do this the task is automatically related to that entity.
Editing a Task
To edit a task simply click on the Edit button that appears in the Tasks data grid when you hover over the task's row.
The Edit a Task form gives you a couple more options to help you organise your tasks further.
Here you can set the status of your task (To Do; In Progress; Complete; On Hold).
If in the unusual circumstance that you're creating a task on behalf of someone else you can change that here.
Deleting a Task
To delete a task simply tick the checkbox next to the task and then click on the Delete All Selected button that appears in the data grid header.