The Tasks tool was built to help you and your team win more jobs by staying on top of essential tasks for an Opportunity.
In this article:
How to Create a Task
Navigate to Tasks in the menu under the CRM column. Click the "New Task" button. Add a title, assign it to a team member, and optionally add:
Notes
Deadline
Opportunity
Contact
Click on a task to view, edit or complete it.
Once completed, the completed task shows up in that opportunity's activity feed.
How do Task Notifications Work?
When a task is created & assigned, the assigned user will receive an email notification (Note: If you create a task and assign it to yourself, you will not receive an email notification).
Once a task is completed, the task creator will receive an email notification detailing the task & the assigned user who completed the task.
Utilize Task Checklists
Stay up-to-date with tasks by utilizing our customizable Checklist tool! Here, you can create, edit, and mark your checklist items as Incomplete/Complete.
