Setting Task Limits

This article outlines how to set Task limits within the CRM based on a user's preference.

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

Within the CRM, you can transfer the ownership of a record by assigning a Task to another CRM user or yourself. This Task would include a message detailing the task at hand. 

By default, the CRM will not limit the number of active Tasks for you. However, you can set a limit if you feel too many Tasks are being set. The idea behind setting a Task Limit is to avoid unrealistic workloads for the CRM user. Please note: Task Limits are a user preference, so this will be configured within each user's 'About Me' section. 

Step 1: Go to About Me

To configure a Task Limit, navigate to the 'Account' section by clicking on your user icon in the top right-hand corner and clicking the 'My Profile' option.

Step 2: Navigate to Settings in My Profile

Then, open the Settings from the drop-down, where the Task Settings and 'Task Limit Action' are situated. 

Step 3: Enable & Choose Task Limits

To turn on the Task Limit, select 'Enable' within the Task Settings option. You'll then be able to type in what the limit per day should be. By default, this will be set to 25, but you can change this.

Next, you can choose the Task Limit Action, whether this be 'Prompt' or 'Block'. If your Task Limit Action is set to 'Prompt', then when your Task Limit is reached and someone attempts to set another Task for you, they'll get a message notifying them that you've reached your limit, so can't set you a for this day. If your Task Limit Action is set to 'Block', then when your Task Limit is reached, no more Tasks can be created for you.

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