Managing Your Tasks

N.B. The Tasks module is only available on Growing Plan subscriptions and upwards. It is also not available on any Legacy plans. If you are on a Basic or Legacy plan and would like this feature then please get in touch with Sales to upgrade by giving us a call on 01684 297374 or pinging us an email at

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Viewing Your Tasks

Your tasks are listed on your Tasks page. The default filter on the data grid shows you all tasks that are assigned to you and that are currently incomplete. You can easily change the filter if you like.

If you look at the Due Date column you'll notice that if a task is overdue the date is shown in red.

To preview a task, hover over its row and click the Preview button. A slide in side panel will appear and show you the task and its pertinent information.

Changing Your Task Statuses

It's likely that you'll be working on lots of tasks in a day and you won't always want, or need, to go and view them in detail. Instead you might want to update the status of a task quickly.

To do this, tick the task's checkbox in the data grid and items will appear in the header of the data grid: In Progress; Complete; On Hold. Simply select one of the options and the task will be updated.

Adding Notes, Calls, and Emails to Your Tasks

When you're viewing your task you can add notes, log calls, and send emails all from the task's page, just like you can from any contact or organisation page.

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