Tasks tab allows you to view a list of all your tasks
The dedicated Tasks tab allows you to view a list of all your tasks, so you can easily manage tasks for your business. By using this feature you can view, create, edit, search, and filter through your Tasks.
Step 1: Create a Task
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Navigate to Contacts >Tasks
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Click “+New Task” in the top right corner
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Fill out the popup that appears:
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Tasks can also be added using automations such as Workflows, Triggers, and Campaigns
Step 2: Managing Your Task List
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Search by a Task name in the search bar, found in the top left corner
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Filter Tasks using the dropdown options, found in the top right corner
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Check the box on the left side of the Tasks to select multiple and apply bulk actions
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You can mark as complete, mark as pending, or delete multiple tasks at one time.
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Click the 3-dot dropdown menu to individual manage one Task
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You can mark as complete, edit, or delete a task in this way.
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