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Tasks overview

Last updated by Rich Orr on May 11, 2016 17:43

The Tasks function is a great way to manage your workflow and to make sure that nothing slips through your net!

You can create tasks with reminders, link tasks with your leads, create task lists to classify your tasks.

You can create a quick task and/or you can edit your tasks to flesh them out more:

why not link your task to a contact by using the @ to search for them and link them in:

The add quick task will set a complete in a day by default, unless you edit it otherwise:

(remember first to add the name of your new task and press your Enter key to save)

You can create Lists to help with categories for your tasks:

You can opt to show your tasks in your InTouch calendar also: