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
- Navigate to Contacts > Tasks from the main menu.
- Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.
Feature 2 – Creating a new task
- Click + Add Task in the top-right corner.
- 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.
- 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
