Capabilities

New Task

Create a new task.

• Go to the Tasks page

• Click New Task

• Enter task details

• Set due date and priority

• Optionally link to a contact or deal

• Save the task

Edit Task

Update an existing task.

• Open a task

• Edit task details

• Changes save automatically or on save

Delete Task

Remove a task permanently.

• Open the task

• Click Delete Task

• Confirm deletion

• Deleted tasks cannot be recovered

Link Task to Deal

Attach a task to a deal.

• Open or create a task

• Select Link Deal

• Choose a deal

• Save

• The task appears on the deal activity or task list

Link Task to Contact

Attach a task to a contact.

• Open or create a task

• Select Link Contact

• Choose a contact

• Save

• The task appears on the contact activity or task list

Pin to Page

Focus mode opens the note in full screen.

• Open the task you wish to Pin

• Click the pin icon in the top right

• Use the chat bubble to open it anytime on that page.