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Tasks: Create, view, and manage tasks

In this article

What is a task?

Adding tasks to projects and profiles allow you to keep track of your progress towards certain goals or outcomes. Whether it's part of a larger project, or simply a reminder to follow up with a person by a certain date, tasks let you know what you've done and what you need to do next. Each task can be assigned to one or more users and has its own status, so you can track its completion.

Tasks can be accessed from the dashboard, the Tasks page, and while viewing a Person profile, an Organization profile, or a Project.


Create a new task

  1. From the Tasks page, click on the New Task button.
    • Alternatively, find the project, person, or organization profile where you want to add a task click the New Task button in the Current list of Tasks box.
Selecting New Task from the Tasks page
  1. In the New Task dialog, use the Subject field to briefly describe the objective of your task.
  2. From the Assoc. Profiles field, select any person or organization profiles this task will involve.
  3. From the Projects tab, select any projects this task is a part of.
  4. Enter a Start Date (optional) and Due Date (optional) for the task.
  5. By default, your new task will have a status of Pending. However, you can change this to Completed if needed.
  6. By default, you will be the owner of the new task. However, you can choose a different owner if needed.
  7. In the Details field, add any additional info about this task that may be helpful.
  8. Use the Assignees field to select the user(s) who will be responsible for completing this task.
  9. If you have any files you'd like to attach, click the Choose Files button to upload them to the Attachments field.
  10. Click the Save button. This task will be added to the Tasks page and will also show up in the Tasks box of the each project, person, or organization that was selected.
Adding a new task

While viewing a profile or project

If you are viewing a project or person/organization profile, you can add a new task directly to it. Just click on the New Task button in the Current List of Tasks box. When you do this, the project or profile you're viewing will automatically be associated with the new task.

Adding a new task from the Tasks box

View tasks

Via the dashboard

Below the At a Glance box on the dashboard is the Current list of Assigned Tasks box, where you can view and manage all of your assigned tasks.

  1. Click on the task's name to view it's info, associated projects, and notes.
  2. Click on the Edit (mode_edit) icon to edit the task's general information, status, start and end dates, reassign ownership of the task, etc.
  3. Click on the Delete (delete_forever) icon to permanently delete the task.
The Current list of Assigned Tasks box on the dashboard

Via the Tasks page

  1. Click on mode_edit Tasks in the navigation bar to view all tasks in your system.
    1. Enter text in the Keyword filter to show only tasks containing that search term in the Subject, Task Owner, and/or Related Projects fields.
    2. Enter text in the Subject filter to show only tasks containing that search term in the Subject field..
    3. Use the Owner filter to show only tasks owned by any of the selected Record Owners.
    4. Use the Rel. Projects filter to show only tasks related to any of the selected projects.
    5. Use the # Assignees filter to show only profiles having a certain number of assigned users.
      • From the dropdown, select the operator you want to use: greater than (>), less than (<), or equal to (=).
      • In the number field, use the up/down arrows or type in the number of assignees to filter by.
      • For example, to show only records with more than 5 assignees, select the greater than (>) operator from the dropdown, then enter 5 in the number field.
    6. Use the Status filter to show only tasks with the selected statuses.
    7. Use the Due Date filter to show only profiles that are due within the selected date range.
    8. Click on a column heading to sort by that column in ascending order. Click it a second time to sort in descending order.
    9. Click on the refresh icon to refresh the list of tasks.
  2. Click on the task's subject to view its info, associated projects, and notes.
    1. To edit a task's general information, click on its mode_edit icon.
    2. To permanently delete a task, click on its delete_forever icon.
Overview of the Tasks page

Manage a people profile's tasks

To view and manage tasks in a person's profile:

  1. Go to Profiles > People.
The People page displaying the filter options and list of profiles
  1. To view the person's profile, click on their name.
    1. Enter text in the Keyword filter to show only profiles containing that search term in the Name, Email, Type, and/or Record Owner fields.
    2. Enter text in the Name filter to show only profiles containing that search term in the Name field.
    3. Use the Type filter to show only profiles matching any of the selected profile Types.
    4. Enter text in the Email filter to show only profiles containing that search term in the Email field.
    5. Use the Owner filter to show only profiles owned by any of the selected Record Owners.
    6. Use the # Interactions filter to show only profiles having a certain number of interactions.
      • From the dropdown, select the operator you want to use: greater than (>), less than (<), or equal to (=).
      • In the number field, use the up/down arrows or type in the number of interactions to filter by.
      • For example, to show only records with more than 5 interactions, select the greater than (>) operator from the dropdown, then enter 5 in the number field.
    7. Use the Last Interaction filter to show only profiles with a last interaction within the selected date range.
    8. If you have applied one or more filters, click on the Clear Search button to reset them.
    9. Use the page controls to change how may profiles display at once and to navigate between pages or records.
    10. Click on a column heading to sort by that column in ascending order. Click it a second time to sort in descending order.
    11. Click on the refresh icon to refresh the list of records.
  2. Use the options in the Current List of Tasks box to manage tasks with that person.
    1. Use the search box to find for tasks by subject.
    2. Use the page controls to navigate the list of tasks
    3. Click on the task's subject to view its details.
    4. To edit a task, click on its Edit (mode_edit) icon in the Actions column.
    5. To permanently delete a task, click on its Delete (delete_forever) icon in the Actions column.
    6. Click on the Refresh button to refresh the list of tasks.
    7. Click on the New Task button to add a new task for that person.
Options in the Current List of Tasks box

Manage an organization profile's tasks

To view and manage tasks in an organization's profile:

  1. Go to Profiles > Organizations.
The Organizations page displaying the filter options and list of profiles
  1. To view the organization's profile, click on its name.
    1. Enter text in the Keyword filter to show only profiles containing that search term in the Name, Email, Type, and/or Record Owner fields.
    2. Enter text in the Name filter to show only profiles containing that search term in the Name field.
    3. Use the Type filter to show only profiles matching any of the selected profile Types.
    4. Enter text in the Email filter to show only profiles containing that search term in the Email field.
    5. Use the Owner filter to show only profiles owned by any of the selected Record Owners.
    6. Use the # Interactions filter to show only profiles having a certain number of interactions.
      • From the dropdown, select the operator you want to use: greater than (>), less than (<), or equal to (=).
      • In the number field, use the up/down arrows or type in the number of interactions to filter by.
      • For example, to show only records with more than 5 interactions, select the greater than (>) operator from the dropdown, then enter 5 in the number field.
    7. Use the Last Interaction filter to show only profiles with a last interaction within the selected date range.
    8. If you have applied one or more filters, click on the Clear Search button to reset them.
    9. Use the page controls to change how may profiles display at once and to navigate between pages or records.
    10. Click on a column heading to sort by that column in ascending order. Click it a second time to sort in descending order.
    11. Click on the refresh icon to refresh the list of records.
  2. Use the options in the Current List of Tasks box to manage tasks with that organization.
    1. Use the search box to find for tasks by subject.
    2. Use the page controls to navigate the list of tasks
    3. Click on the task's subject to view its details.
    4. To edit a task, click on its Edit (mode_edit) icon in the Actions column.
    5. To permanently delete a task, click on its Delete (delete_forever) icon in the Actions column.
    6. Click on the Refresh button to refresh the list of tasks.
    7. Click on the New Task button to add a new task for that organization.
Options in the Current List of Tasks box