Task View is the task content page.

To access Task View, simply click on a task from any deal tasks, contact tasks, or main Tasks page.

To change the details of a task in Task View, simply access the dropdown menu by clicking the 'Change Task' tab located on the left sidebar of Task View.

You can choose between two options for changing task details:

When viewing a task, the Overview tab will automatically be shown as the first tab in the Task View.

This tab displays an overview of the essential information regarding the tasks:

The Notes tab is the next in row and it is used to show all of your task notes.

By default, all notes listed will be collapsed. To view their content, simply toggle the expand button.

The Files tab is used to store all of your task files.

The Quick Actions button offers the following options:

Salestrekker 2.0 now offers improved task features, including the ability to forward external emails to the Task Notes section.

Users can access the 'Copy email to notes' option in the Task View by clicking on the tab located in the left side menu. They can then paste the address into the 'To' field of their email application to send the email to the task notes.