Setting a Task

This article outlines how to set a Task on a record within the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

The CRM allows you to assign tasks to either yourself or other users and will notify whoever has been selected via email. You are able to set a task on a Contact, Problem or Opportunity record.

You can also configure Tasks to be required in certain statuses. To see how to configure this check out this guide, here.

What's covered in this article

Step 1: Click Follow-up Date Tile

If you wish to transfer the ownership of a CRM record and assign a Task to another CRM user or yourself, simply click the 'Follow-up Date' button on a record. This button is typically located underneath the At A Glance section of a Problem record or the Communication tile on a Contact and Opportunity on the main Details page. 

Step 2: Add Note for Task

By clicking on the 'Follow-up Date' button, it'll open up a text box. Here, you can add notes which will be sent with the Task, as well as styling to your message, such as bold and italics.

If you need to notify another User about this task without directly assigning it to them, you can use our Mentions feature. Typing the '@' symbol will subsequently show you a list of Users, if selected this will email that User with the note.

Step 3: Select Task User

You can then select the CRM user you wish to send the Task to and the day you'd like the Task to appear in their to do list. Once you've selected a date, you can then view how many Tasks that user has already assigned to them for that day and how many overdue Tasks they have. 

Step 4: Save!

Once happy, click 'Save' and this will then send that user an email with the Tasks message and a link to the record. 

Viewing your Task List

Once a Task has been set, you can view it within your Task List!

Select the 'bell' icon in the top right-hand corner of the CRM to view your Task List. The colour of the Tasks in your Task List correlates to the Company Type of the records Company. You can configure these here.

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