Overview

Tasks are a simple, shared to-do list for your team. Use them to keep track of who needs to do what and by when, and to link a job to the customer, order, subscription or event it relates to. To view your tasks, click Tasks in the main navigation menu.

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Tasks list

The list shows each task’s title, priority, due date and assignee. Overdue tasks sort to the top so the most pressing work is always in view. You can complete or reopen a task straight from the list.

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Creating a task

Click to add a task and fill in:

• Title - what needs doing. Type @ to link a record (see @mentions below)
• Priority - Low, Medium, High or Urgent
• Due date - pick a date, or use the Today, Tomorrow or Next Monday presets
• Assignee - who is responsible. This defaults to you

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@mentions

Type @ in a task title to link the task to a customer, order, subscription or event. The linked task then appears as an activity entry on that record’s timeline, so anyone looking at the record can see the related task in context.

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Permissions

What each team member can do with tasks is set by their role:

• Creating, editing and deleting tasks
• Assigning work to someone other than themselves
• Viewing everyone’s tasks rather than only their own

Reading the task list and completing a task assigned to you stay open to everyone, whatever their role.

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Filtering

Narrow the list using these filters:

• Assignee - users with the right permission can view everyone’s tasks; other users see only their own
• Status - incomplete or complete
• Priority
• Due date