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Managing Your Tasks Tab

Managing Your Tasks Tab

August 31, 20231 min read

Managing Your Tasks in TekMatix

The dedicated Tasks tab allows you to view a list of all your tasks, so you can easily manage tasks for your business. By using this feature  you can view, create, edit, search, and filter through your Tasks.

Here is a video tutorial about Tasks:

Step 1: Create a Task

  • Navigate to Contacts >Tasks

  • Click “+New Task” in the top right corner

  • Fill out the popup that appears:

Managing Your Tasks Tab
  • Tasks can also be added using automations such as Workflows, Triggers, and Campaigns

Step 2: Managing Your Task List

Managing Your Tasks Tab
  • Search by a Task name in the search bar, found in the top left corner

Managing Your Tasks Tab
  • Filter Tasks using the dropdown options, found in the top right corner

Managing Your Tasks Tab
  • Check the box on the left side of the Tasks to select multiple and apply bulk actions

    • You can mark as complete, mark as pending, or delete multiple tasks at one time.

Managing Your Tasks Tab
  • Click the 3-dot dropdown menu to individual manage one Task

    • You can mark as complete, edit, or delete a task in this way.

Managing Your Tasks Tab
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