Support

Task Management 6

• Tutorial Video - Guide to Using Tasks
• Creating Tasks and Associating Tasks with Contacts
• Setting up Task Folders
• Automated Tasks and Task Reminder Emails
• Can I add Tasks to my Calendar and set up a Pop Up Reminder?

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Viewing Other Users Tasks, Assigning and Reassigning Tasks 3

• View other peoples tasks
• Assigning tasks to others
• Can I reassign a task that was assigned to me, over to another user?

Using Shared Task Folders 3

• Add Shared Task folders to track and monitor tasks to completion
• Can I view ALL Shared Task Folders if I am an Admin User?
• I can see ALL task folders but other CRM users can only see certain ones, why?

Task Restriction 1

• Make Tasks Read-Only

Task Email Reminders 4

• When do I receive a task email reminder and what does this email look like?
• How can I switch the email task reminders on or off?
• Why are task reminder emails shown on the Dashboard?
• Why am I not receiving task emails to remind me or update me on tasks?

Tasks - FAQs and Troubleshooting 20

• Why are some tasks different colours?
• Can you sort tasks by date and time?
• How do I delete an individual task?
• Can I restore a task if it is deleted?
• If a deleted contact is restored, are the tasks associated with the contact restored as well?

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