Tasks

While activities record what has been done for a contact, tasks record the things that you or your employees need to do to in order to further communication with a contact. Instead of being associated with a contact, tasks are associated with your employees, the users of CRM. Tasks are assigned to employees for completion and can carry expiration or due dates.

Use the Tasks function to view tasks and responses by status (Pending, Completed, or Expired) or by user type (Assigned To, Completed By, or Entered By). You can also use this function to enter new tasks, but use caution: the new task you enter is automatically associated with the contact, activity, or campaign of the last task detail you viewed. To ensure that tasks are associated with the correct records, you may find it preferable to add tasks only via the Tasks button on the Contacts, Activities, Opportunities, or Campaigns screens.

If there are values in the Contact, Campaign, or Opportunity columns of a task record, you can drill down to view the details of those activities.

Use the Toggle button () to switch between grid view and field view.

Creating or Editing a Task Record

Click the New button, on the toolbar, to open a blank task record, or apply the filter as necessary to sort task records and select the task to edit.
Select or edit the type of task from the Task Type field.
Enter or edit a description of the task in the Description field.
Select the user to which to assign the task from the Assigned To field.
Select the date for which the task should start from the Start Date field.
Select the date by which the task is due from the Due Date field.
Select the status of the task from the Status field. To complete a task, select Completed from the list. CRM automatically enters the workstation date as the task’s completed date and moves the task from the list of Pending tasks to the list of Completed tasks.
To reopen a completed task, select a different status. CRM automatically deletes the completed date and moves the task from the Completed list to the Pending list.
Select the priority of the task from the Priority field.
Select the date the task is entered in the system from the Entered Date field.
Select the completion date of the task from the Completed Date field.
Select the user who completed the task from the Completed By field.
Enter any applicable notes for the task in the Notes section. Press Ctrl+Enter to begin a new line.
Use the Activity button, on the toolbar, to open the Activities function and add activities to the task record.
Use the Calendar button, on the toolbar, to open a calendar view.
Click the Save button, on the toolbar, to save the new or edited task record.