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Tasks

Managing tasks in Salestrekker 2.0

Rade Mrvic avatar
Written by Rade Mrvic
Updated over 4 months ago

Add Tasks

To go to the main 'Tasks' page, click on the tasks button (checkmark icon) located in left sidebar.

You can create a new task by clicking the 'Add new' button. From there, you can either search for a task template that has been created in settings or manually input a new task by filling out the 'Task details' section.


Edit Task, Add/Remove Labels, Delete Task

By clicking the 'Actions' button, you have the option to modify tasks, include or remove labels from tasks, or delete tasks.


Filter Tasks

Task filters are located in the second left sidebar. By clicking on the 'hamburger' icon, you can expand or collapse the sidebar.

You have the option to either create a new task filter or select from existing ones.

To create a new task filter, first name your new filter and choose if you are filtering active or archived tasks.

By clicking on the 'plus' button, multiple conditions can be added. Select options from the drop-down menu that you would like to include in the filter. To finalise, click 'Save' button.

In 'Matches all conditions' section, all of the conditions must be met for the filter to work, while in 'Matches any conditions' section any of the conditions can be met.

In the 'Filters' tab, selecting a filter will apply it. Clicking on the 'Actions' button, filters can be edited or deleted.


Calendar, List and Progress view

You can display tasks in different ways:

  • 'Calendar view', sorted by date

  • 'List view' as a list

  • 'Progress view', which is organised into columns for "To-do," "Doing," and "Done.

To switch between these views, users can simply click on the view type icon in the top bar.

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