Recurring Tasks Overview Recurring tasks allow you to create tasks that repeat automatically at specified intervals, reducing the need to manually recreate...
Managing Tasks The Tasks List View introduces a range of enhancements designed to improve how you manage and track tasks within your account. With...
Unified Task UI for Contacts & Opportunities Overview We’ve introduced a unified task experience across Contacts and Opportunities. Whether you’re adding a new task, editing one, or...
Unified Task Management Across Contacts and Opportunities This guide walks you through HighLevel’s Unified Task Management system, available across Contacts and Opportunities. It’s designed to help users...
