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Tasks

Tasks capture concrete next steps. They can be linked to a contact, assigned to one or more people and given a due date.

Create a task for a contact​

  1. Open Tasks.
  2. Open Actions and choose Create task.
  3. Select the intended Assigned contact.
  4. Enter the Task title and, if needed, a description and Due date.
  5. Under Assign to, select the responsible people.
  6. Set the appropriate Status.
  7. Select Save.

The task appears in the task overview and on the selected contact. Assigned people can also find it in their own task views.

Record a conversation with a follow-up task​

  1. Open Protocols and create a protocol.
  2. Record the conversation type, contact, date and notes.
  3. Add a task within the protocol.
  4. Enter its title, due date and responsible people.
  5. Save the protocol.

The conversation and its follow-up task remain connected.

Find and review tasks​

The task overview shows the title, contact, status, due date and assigned people. Use search, filters and display options to narrow the list. A task with a due date before today is overdue until it is completed.

Completed tasks can be hidden. Enable the completed-task display or clear existing filters when a finished task is missing.

Reuse task templates​

Open Actions and choose Create Task Template for work that follows a repeated pattern. A template can prefill the title, description, status, due date, assigned people and categories.

Access depends on the organization's role permissions and relevant module access. See Permissions and Subscription.