Details of a Task

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.