Overview

Include a brief overview of the help doc

Part 1: Accessing the Tasks List View

1. Navigate to Contacts > Tasks from the main menu.
2. Explore the enhanced view with filtering, sorting, and bulk actions available at the top of the list.

Part 2: Creating a new task

1. Click + Add Task in the top-right corner.
2. Fill in the following fields:
   • Title: Add a brief description of the task.
   • Description (optional): Provide additional details about the task. Add rich text like bold, colored text, URLs.
   • Due Date and Time: Set a deadline for the task.
   • Recurring Task (optional): Toggle on to create a task that repeats based on a custom schedule.
   • Contact (optional): Assign the task to a specific contact.
   • Assignee (optional): Assign the task to a team member.
3. Click Save to save and move to edit flow or Save and Add Another to continue creating tasks.

Part 3: Managing Tasks

1. Edit Fields: Use the pencil icon in the Actions column or click on the title of the task to modify task details.
2. Delete Tasks: Select a task and click Delete. Deleted tasks can be restored within two months.
3. Bulk Actions: Select multiple tasks and perform bulk actions such as marking tasks as done or deleting them.

1. Viewing contact-less tasks: Workflows can create tasks without a contact. These display as standalone tasks in the Tasks list. Use filters to quickly find and work them.