Task Management

Learn how to set up tasks and associate them to contacts as well as assign and track tasks to other team members.

Tutorial Video - Guide to Using Tasks
Please click here to watch this a short video about Tasks and learn more about staying organised, assigning tasks to other colleagues and tracking p...
Mon, 18 Jan, 2021 at 2:41 AM
Creating Tasks and Associating Tasks with Contacts
You can create tasks and associate tasks with your contacts database. This means the the task will show up inside the associated contacts record as well as ...
Mon, 18 Jan, 2021 at 2:43 AM
Setting up Task Folders
To help keep on top of tasks you can use task folders to organise yourself - putting tasks into different folders such as call backs, quotations and admin f...
Mon, 18 Jan, 2021 at 2:44 AM
Automated Tasks and Task Reminder Emails
Set up Automated Task Reminders Businesses use automated task reminders to stay on top of deadlines, chase up sales leads and close deals fast. Auto...
Mon, 18 Jan, 2021 at 2:44 AM
Can I add Tasks to my Calendar and set up a Pop Up Reminder?
Yes you can link tasks to your calendar or to a colleagues calendar if you have assigned the task to them.  Just follow the steps below: 1. Click on the...
Mon, 18 Jan, 2021 at 2:45 AM
Bulk Delete Tasks
Want to save time deleting a whole load of tasks manually one at a time?  If so follow the instructions below: 1. Create folder called TRASH.  Click on ...
Mon, 18 Jan, 2021 at 2:45 AM