Tasks are actions that are still on your to-do list for a specific contact or deal. By using tasks, you no longer have to keep track of which appointments are already scheduled or still need to be made, and therefore you can't forget them. You can create a task linked to a contact or linked to a deal. In this article, you will learn how to create these tasks.
Parts of this article
Creating a task for a contact
Click on 'Contacts' in the menu to go to the overview of all contacts
There are three options to create a task now
a. Click on the dropdown menu on the right side of the screen in this overview and select 'Add a task'
b. Click on the name of the contact to go to the contact profile and then click on the dropdown menu in the top right corner of the screen and select 'Add a task'
c. Click on the name of the contact to go to the contact profile and scroll down for the open tasks. Then click on 'Add a task'.
You will see a pop-up where you can set the task. Fill in the fields as indicated:
Title: name of the task
Task type: the type of appointment. If your type is not listed, you can create it in the menu under 'Deals → Task settings → Add task type'
Assigned to: person responsible for the task
Due date: deadline of the task
Expected time: start time of the appointment/task
Optional: you can click on 'show more options' to add a description to the task, send a reminder to the task assignee, or activate an automation.
Click on 'Save Task'
The task is now visible in the contact profile as follows:
You can still edit the task by clicking on it, or you can mark it as completed by clicking on the checkmark.
Creating a task for a deal
Click on 'Deals' in the menu and open the deal where you want to add a task.
In the deal overview, on the right side, click on 'Add a task'
A pop-up will appear where you can set up the task. Fill in the fields as indicated:
Title: task name
Task type: the type of appointment. If your type is not listed, you can create it in the menu under 'Deals → Task settings → Add task type'
Assigned to: person responsible for the task
Due date: the task deadline
Expected time: start time of the appointment/task
Optional: you can click on 'Show more options' to add a description to the task, send a reminder to the task assignee, or activate an automation.
Click on 'Save task'
The task will now be visible as follows:
You can still edit the task by clicking on it, or you can mark it as completed by clicking on the checkbox. A task created for a deal will also be visible in the contact overview of the primary contact of that deal.
To get an overview of all tasks, you can click on the 'Deals' tab in the menu and then on 'Tasks'.
Here you can filter in various ways, but a commonly used option is to get an overview of all tasks for an employee.