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Setup & Configuration

Importing & Migrating Data

Account & Security

Contact Management

Calendar & Tasks

    Getting started with the Calendar & TasksManaging your TasksUsing Tasks for Sales & ProjectsManaging your Team's TasksReporting on Tasks

Workflow Automation

Projects & Event Manager

Sales

Business Insights

Integrations

Calendar & Tasks

Getting started with the Calendar & Tasks

  • How to add a Task
  • Adding more detail to your Tasks
  • How to set up repeating Tasks
  • How to Categorize Tasks
  • How to update Tasks

Managing your Tasks

  • How to stay on top of your Tasks
  • How to plan with Tasks
  • How to setup an Email Task Reminder
  • How to find completed Tasks
  • How to re-open a completed Task
  • How to find Tasks in a Specific Category
  • How to find repeating Tasks
  • How to bulk action on Tasks
  • How to view Tasks in other calendar apps

Using Tasks for Sales & Projects

  • Using Tasks for Sales and Projects
  • How to Automate your Tasks

Managing your Team's Tasks

  • How to assign Tasks to other users
  • How to view another user's Tasks in the Calendar
  • What happens to Tasks when a user leaves

Reporting on Tasks

  • How to Report on Completed Tasks

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