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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:
Tasks can also be added using automations such as Workflows, Triggers, and Campaigns
Step 2: Managing Your Task List
Search by a Task name in the search bar, found in the top left corner
Filter Tasks using the dropdown options, found in the top right corner
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.
Click the 3-dot dropdown menu to individual manage one Task
You can mark as complete, edit, or delete a task in this way.
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