Add Tasks
How to create a new task?
There are few ways tasks can be created - on main 'Tasks' page (covered in this article), directly in a deal, through automation and it can be linked directly to a contact.
To learn how to create tasks in deals, contacts or via automation, please check out the following articles:
When you open the main Task page, click on the 'Add New' button located in the top right corner.
Add a title for your new task
Pick the due date
Pick the priority type
Assign people to the new task
Add a comment explaining the task
Assign a label(s)
Add sub-tasks
Setup task repeat rules
Save
If you would like to create a new task from a template, select the 'Use task templates' checkbox next to the task name field.
Edit Task
Add/Remove Task Labels
Archive Task
By clicking the 'Actions' button (three dots icon) on the task tile, you can access the following options:
Edit task
Include or remove labels from task
Archive task
After editing a task, please note that changes will be visible after a few minutes.
Filter Tasks
How to create task filter?
How to use task filter?
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.
In 'Matches all conditions' section, all of the conditions must be met for the filter to work.
In 'Matches any conditions' section any of the conditions can be met.
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.
Exit Filter
If you would like to remove or cancel an applied filter, simply click the 'X' icon on the filter label.
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.
Task States
Due, Due ahead & Overdue
Depending on the due date, tasks can have 3 states:
Due (deadline reached)
Due ahead (deadline tomorrow)
Overdue (deadline has passed)
Each task card will show the current state label next to the due date.
Task Progress
To Do, Doing & Done
The tasks progress will be changed upon the addition or editing of notes, files, and labels, as well as the creation or completion of subtasks.
Progress can be changed manually only according to the rule TO DO > DOING > DONE > TO DO
If progress is manually set to DONE, all subtasks will be set to DONE
If any task change is made while the task is in progress, TO DO will automatically switch the progress to DOING, except in the case that all subtasks agree to DONE, then the progress of the task itself is switched to DONE.
