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Task Management

Helps you organize, assign, and track tasks efficiently, ensuring your team stays on top of key activities, follow-ups, and deadlines

Samir Rashed avatar
Written by Samir Rashed
Updated over 2 months ago

What You Can Do

  • Create & Assign Tasks – Add tasks and assign them to team members.

  • Set Due Dates & Reminders – Schedule deadlines with automatic reminders.

  • Track Progress – Monitor task status (Pending, In Progress, Completed).

  • Prioritize Work – Categorize tasks based on urgency and importance.

  • Link to Leads & Contacts – Attach tasks to specific leads, customers, or campaigns.

How to Access Task Management

  1. Go to Management > Task Management.

  2. Click Create Task to add a new task.

  3. Assign it to a team member and set a due date.

  4. Add notes, attachments, or links if needed.

  5. Track and update task status as work progresses.

For detailed steps, visit How to Use Task Management.

Quick Tips

✅ Set reminders to ensure no task is missed.
📌 Use filters to quickly find tasks by priority or status.
📊 Monitor completed tasks to track productivity.

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