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Parts of the Task Page

Updated over a month ago

  • 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 enter a task description.

      • 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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