Tasks - FAQs and Troubleshooting

How do I change the name of a task folder?
1. Go to the Tasks icon and select folder you wish to change. 2.  Select edit button and here you can change the folder name - as shown below: 3. ...
Wed, 20 Jan, 2021 at 2:35 AM
Why do I see a certain number of active tasks - but looking at what is due today/next 7 days/overdue these do not add up to the total of active tasks - why?
The number of active tasks will not only include those tasks due today, next 7 days and overdue but this figure will also include those tasks that are due...
Wed, 20 Jan, 2021 at 2:32 AM
When you associate a task with someone (a contact) does it send them an email?
No, if you associate a task to a contact in the database no email will be sent to that contact.
Mon, 18 Jan, 2021 at 3:11 AM
Issue with viewing tasks that I have assigned to another user, not all tasks are displaying why?
If you are unable to view some tasks this may be as a result of some character encoding which may be as a result of coping and pasting test from an email in...
Mon, 18 Jan, 2021 at 3:12 AM
Task insert into Calendar not working - why?
This may happen if there is no ‘default’ calendar associated with a user's profile.  Please let us know by contacting our Support Desk if you are u...
Mon, 18 Jan, 2021 at 3:12 AM
How to move a task from the In Tray folder into a different folder?
You can move any task into a folder of your choice by either dragging the task into a folder or by opening up the task and changing the folder that the tas...
Mon, 18 Jan, 2021 at 2:52 AM
My tasks are shown in the In-Tray folder when they are supposed to be in a different folder when I look at tasks due today
When you click on tasks that are ‘Due Today’ it will pull out all tasks – from all folders – so you will see in the Due Today list tasks in the ‘In Tray’ fo...
Wed, 20 Jan, 2021 at 2:26 AM
What happens to tasks when a user is expired and a new user manages those contacts?
The tasks still remain against a contact record so can be tracked by new person.  It will show the task associated to the contact. Once the task is c...
Wed, 20 Jan, 2021 at 2:04 AM
Can tasks for an expired CRM user be retrieved?
If a CRM user has already been expired, then to give access to their tasks to another CRM user we can do the following: 1. Temporarily re-active the us...
Wed, 9 Mar, 2022 at 1:37 AM
Can I search for completed tasks that contain a keyword?
If you go to the Task section and filter the tasks to 'Show completed' you will then see all completed tasks which are shown as 100% complete.  ...
Tue, 18 Oct, 2022 at 11:15 PM