Tasks

What it is for

Tasks are to-do items for administrators. A task can be linked to a contact or a company, given a due date and assigned to someone.

Open Tasks in the main menu, then My Tasks or All Tasks.

What you can do

• Create tasks and assign them
• See the tasks assigned to you in My Tasks
• See every task on the instance in All Tasks
• Complete, edit and delete tasks

Common tasks

• Create a task
• View tasks
• Manage tasks