Please note: this feature is in Preview at the moment, which means we're still making a few tweaks here and there to make it even better. It also means that while all customers can benefit from the new Tasks right now, when it's out of Preview it may be restricted to certain subscriptions.
Note: Enabling this system setting will affect your entire CRM Workspace (i.e. all CRM users). Reverting back to the old Tasks is discouraged as it will likely cause technical implications and requires Development team input. If you have any custom process using the API and Tasks, or you're concerned about the migration to the new system, please contact our Business Analyst, your Customer Success Manager, or get in touch with our Support team.
Benefits of the New Tasks
Thanks to your feedback, the new Tasks is packed full of enhanced updates that drive productivity and visibility within your team:
Improved Collaboration: You can now create and set multiple Tasks per Company/Contact/Opportunity/Problem/Enquiry, allowing your team to more easily collaborate on the same CRM record
Greater Visibility: Tasks are now shown in the main Activity timeline, via the new Tasks panel, and in a new "Upcoming" timeline section
Reportable Outcomes: There's now new (and easier) ways to complete and close a Task using Task Outcomes, and improved reporting capability on open or closed Tasks
New Customisations: You'll now have the ability to reopen, amend, and edit Task details, dates etc.
CRM Calendar: Our Tasks also link into your CRM Calendar, to help you manage your daily workload seamlessly
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Settings Centre
Head to the System Settings on the left-hand side of the CRM.
Step 2: Enable Tasks
Once in the System Settings, click the search icon in the top right corner of the page, search for 'Tasks' and hit enter. You can also click here to be taken straight to the setting.
Select the 'Enable' button to migrate your CRM Workspace to the new Tasks.