Task Management

The Tasks List View introduces a range of enhancements designed to improve how you manage and track tasks within your account. With advanced filtering, customizable views, and a more intuitive interface, managing tasks has never been easier.

Feature 1 – Accessing the Tasks List View

1. Navigate to Contacts > Tasks from the main menu.
2. Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.

Feature 2 – Creating a new task 

1. Click + Add Task in the top-right corner.
2. Fill in the following fields:
   • Title: Add a brief description of the task.
   • Description (optional): Provide additional details about the task.
   • Due Date and Time: Set a deadline for the task.
   • Recurring Task (optional): Toggle on to create a task that repeats based on a custom schedule.
   • Contact (optional): Assign the task to a specific contact.
   • Assignee (optional): Assign the task to a team member.
3. Click Save to save and move to edit flow or Save and Add Another to continue creating tasks.

Feature 3 – Managing Tasks

• Edit Fields: Use the pencil icon in the Actions column or click on the title of the task to modify task details.
• Delete Tasks: Select a task and click Delete. Deleted tasks can be restored within two months.
• Bulk Actions: Select multiple tasks and perform bulk actions such as marking tasks as done or deleting them.

Deleted tasks can be restored within a span of 2 months. 

Feature 4 – Advanced Filters

Click Advanced Filters to narrow down tasks by:

• Assignee
• Status (All, Due Today, Overdue, Upcoming)
• Due Date
• Custom fields (if applicable)

Feature 5 – Sorting Options

Click Sort to reorder tasks based on:

• Due Date
• Title
• Created At
• Updated At