There are few ways tasks can be created - on main tasks page, directly in a deal, through automation and it can be linked directly to a contact.

For more detailed instructions and guides, please check out our Salestrekker Basics article section on Tasks.

By clicking the task 'Actions' button (three dots icon), you have options to:

Task filters are located in the second left sidebar on the main Tasks page.

By clicking on the 'Hamburger' icon, you can expand or collapse the sidebar.

Here, you have the option to either create a new task filter or select an existing one from the list.

Selecting the 'Add new filter' you will choose 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.

Under the 'Filters' tab, you can find the list of previously created task filter.

Selecting a one from that list (clicking on filter name) will apply it.

Clicking on the 'Actions' button, filters can be edited or deleted.

If you would like to remove or cancel an applied filter, simply click the 'X' icon on the filter label.

You can display tasks in different ways:

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

Depending on the due date, tasks can have 3 states:

Each task card will show the current state label next to the due date.

The task's progress will be changed upon the addition or alteration of notes, files, and labels, as well as the creation or completion of subtasks.