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Task View

Working in Tasks in Salestrekker 2.0

Lilly avatar
Written by Lilly
Updated over a week ago

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.

Change Task

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:

  1. Edit

  2. Add/Remove labels

The sidebar will always be auto expanded by default. If you want to collapse the sidebar, click the 'hamburger' icon.


Task View Tabs

Overview

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:

  • Assigned to (Individuals assigned to the task)

  • Task information (task name, due date and time, priority and progress)

  • Assigned to (deal or contact)

  • Task comments

  • Labels

  • Subtasks

  • Latest notes and

  • Latest files

Notes

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.

Files

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


Quick Actions

The Quick Actions button offers the following options:

  • Add note

  • Add subtask

  • Upload files

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