Task Section

The task section is a great way to stay organized with your leads and tasks. You have two options for creating tasks:

1) Create basic task (not assigned to a lead). For creating a basic task (not assigned to any lead), go to your task section and in the top right, click "+Add Task".

2) Create a task for a lead. Navigate to your leads section, find the lead and click the "Task" button to create a task for this lead.

Adding a Task:

You will have a few options when you create a task:

Name: The general name of your task

Description: The details about your task

Due Date: When the task is due (date & time)

Priority: Select the priority (low, medium or high)

Progress: How much progress have you made on the task (No progress, in progress, completed)

Adjusting tasks:

Changing Task Due Date. You can either edit the task and select a new due date or simply drag the task over to another column (for example, drag the task from "Due Today" to "Due Tomorrow"

Changing Priority or Progress:

You can either edit the task or click on the priority/progress button to toggle between statues. Once the task is marked as complete, it will be removed from your main tasks section and moved to your "Completed" tasks section (inside the task section).

Here's a quick overview of the task section.