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Explanation of the Task Page

The Task Page is where you can create tasks as well as view the tasks you created from the Search, Call List, and Contact pages.

Updated over 2 weeks ago

Location of Task Page

  • It is the fourth option in the sidebar.


Parts of the Task Page

  • Quick search

    • Here, you’ll be able to search for a task by its name.

  • Due Date

    • In this area, you're able to view and select the tasks that are due today, due this week, due in the next 30 days, and all of your tasks.

  • Statuses

    • In this area, you're able to view and select your tasks based on their status of overdue, incomplete, completed, high priority, medium priority, and low priority.

  • New Task

    • Selecting this option will allow you to create a new task

      • Where you can create a task for a:

        • Call

        • Email

        • Other

      • As well as having the option to assign the task to a contact


      • You can also set a due date for the task

      • And set a priority of low, medium, and high for the task

  • Sort option

    • This option allows you to sort the show task by the newest, oldest, due first, due later, highest priority, and lowest priority


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