Tasks

Learn about task appointment types.

You can add tasks as follows:

In order to organize complex tasks, you can:

  • Add tasks for yourself or for (several) other reps.
  • Divide tasks into sub-tasks.
  • Reschedule tasks, in which case the reps entered in the task receive appropriate messages.

Adding Tasks

To add a new task:

  1. Select (Daily business) > New Task.

  2. Enter a date in the Due on field.
  3. Use the Link field to link the task to another record.
  4. Save the record.

Filtering Tasks

You can use filters in the task search to restrict the search to those tasks assigned to you or to your open tasks:

  1. Select (Daily business) > Tasks.

  2. Click on My Tasks to restrict the view to only those tasks where you have been entered as the task’s rep or that you have assigned to another rep.
  3. Click on All completed tasks to restrict the view to completed tasks where you have been entered as the task’s rep or that you have assigned to another rep.
  4. Click on Forwarded Tasks to restrict the view to incomplete tasks that you have assigned to another rep.
  5. Click on No Filter to remove the current filter and display all tasks.

Changing the Status of a Task

Click on Completed or Missed in the header to set the status of a task:

Or select the task in the search results and click on Completed or Missed in the header:

Task Hierarchy

You can create a hierarchy of tasks to depict complex structures for projects.

To structure a project with sub-tasks, add a new sub-task to a task on the Sub-Tasks tab under Related Data.