Agents: How to Manage Tasks

Creating a Task

There are 3 areas where you can create a task:

• On the Tasks page
• In a contact record
• On the actions list

Tasks Page

1. Navigate to Tasks > Tasks.
2. Click the +Create button.
   • A slide-out panel appears. 
3. Update the following:
   • Title
   • Details
   • Assign To - Assign this task to certain users. 
   • Due Date 
   • Due Time 
4. Click the Submit button.

Contact Record

1. In the page header, use the search bar to quickly find your contact.
   • Search by name, email, or phone number.
2. Select the name of the contact to view contact details page.
3. On the right side of the page, locate the Open Tasks section.
4. Click the +Add Taskbutton.
   • A pop-up box appears. 
5. Input your task information and click the Submit button.

Action List

1. Navigate to Leads & Contacts > Contacts.
2. Use the search bar to quickly find your contact(s). 
   • Search by name, email, or phone number.
3. For the contact where you want to add a task, select Actions > Create a task.
   • A pop-up box appears. 
4. Input your task information and click the Submit button.

Marking a Task Complete

There are two areas where you can mark tasks as complete:

• On the Tasks page
• On a contact's details page

On the Tasks Page

1. Navigate to Tasks > Tasks. 
2. Check the boxes for any tasks that you want to mark as complete.
3. Click the button in the Actions menu and select Mark As Complete. 

On a Contact's Details Page

1. In the page header, use the search bar to quickly find your contact.
   • Search by name, email, or phone number.
2. Select the name of the contact to view contact information. 
3. On the right side of the page, locate the Open Tasks section.
4. Check the box in the tile for the task you want to mark as complete.