Manage Tasks

Task Management

The task system allows you to track actions to be performed for each contact.

Availability

Tasks are only available with Pro and Expert plans.

Task Types

• Call: Call the contact
• Email: Send an email
• Meeting: Schedule a meeting
• Follow-up: Do a follow-up
• Other: Other type of task

Create a Task

1. Open a contact's details page
2. In the "Tasks" section, click on "Add Task"
3. Fill in the information:
   • Task title
   • Task type
   • Due date
4. Save

Manage Tasks

You can:

• Mark a task as completed
• Edit a task
• Delete a task
• View all your tasks on the dedicated page

Notifications

Overdue or soon-to-be-overdue tasks are highlighted to help you not forget anything.