When details of a task are displayed the following options are available:
- Assign it to a Team Member,
- Set Type. Learn more about this feature here,
- Set Due Date. When doing so, this task will also be shown in Calendar,
- Add a description,
- Relate it to a Contact, Project or Discussion,
- Mark it as Public or Private,
- Add Tags,
- Add Notes,
- Add Followers,
- Attach Documents.
You can also ”Follow” a task to watch it’s progress. You automatically become a follower once you add or assign a task.
Tasks which are linked to a Contact, Lead or Project will be also shown in each of these entities in order you have a clear view of pending or completed Tasks for it.