The Tasks List View introduces a range of enhancements designed to improve how you manage and track tasks within your account. With advanced filtering, customizable views, and a more intuitive interface, managing tasks has never been easier.
TABLE OF CONTENTS
- Feature 1 - Accessing the Tasks List View
- Feature 2 - Creating a new task
- Feature 3 - Managing Tasks
- Feature 4 - Advanced Filters
- Feature 5 - Sorting Options
Feature 1 - Accessing the Tasks List View
Navigate to Contacts > Tasks from the main menu.
Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.
Feature 2 - Creating a new task
Click + Add Task in the top-right corner.
Fill in the following fields:
Title: Add a brief description of the task.
Description (optional): Provide additional details about the task.
Due Date and Time: Set a deadline for the task.
Recurring Task (optional): Toggle on to create a task that repeats based on a custom schedule.
Contact (optional): Assign the task to a specific contact.
Assignee (optional): Assign the task to a team member.
Click Save to save and move to edit flow or Save and Add Another to continue creating tasks.
Feature 3 - Managing Tasks
Edit Fields: Use the pencil icon in the Actions column or click on the title of the task to modify task details.
Delete Tasks: Select a task and click Delete. Deleted tasks can be restored within two months.
Bulk Actions: Select multiple tasks and perform bulk actions such as marking tasks as done or deleting them.
Deleted tasks can be restored within a span of 2 months.
Feature 4 - Advanced Filters
Click Advanced Filters to narrow down tasks by:
Assignee
Status (All, Due Today, Overdue, Upcoming)
Due Date
Custom fields (if applicable)
Feature 5 - Sorting Options
Click Sort to reorder tasks based on:
Due Date
Title
Created At
Updated At
