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Task Options in the Task Manager

Article: 000050845
Updated: July 9, 2024

The Task Manager allows you to complete, reopen, and hide tasks all in one place.


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

 

Marking Tasks Complete

Once you have completed a task, you can remove it from your task list. Certain task types have different requirements.

 

Marking Email, General, or Meeting Tasks as Complete 

To mark tasks as complete, do the following: 

  1. Click an email, general, or meeting task in the Task Manager window.
  2. Optionally, enter a note in the Note text box.
  3. Click the Mark as Complete checkbox.
  4. Click either of the following:
    • Mark Complete: This will complete and close the task.
    •  newcomplete.png  Mark complete and create new task: This will complete the existing task and create a new task with the same initial information as the now-completed task.

Marking task complete

 

Note: Tasks that are marked complete past their original due date are marked as late, even if the due date is rescheduled.

 

Marking Phone Tasks Complete

Phone tasks have certain information that must be added to them before they can be marked as complete.

To mark phone tasks as complete, do the following: 

  1. Click a call task in the Task Manager window.
  2. Click the Mark as Complete checkbox.
  3. Select either Incoming or Outgoing from the Select Call Type menu.

    Marking phone tasks

     

  4. Select one of the following from the Select an Outcome menu:
    • Spoke with Contact
    • Left a Message
    • No Answer
  5. Optionally, enter a note in the Note text box.
  6. Click either of the following:
    • Mark Complete: This will complete and
              close the task.
    •   newcomplete.png  Mark complete and create new task: This will complete the existing task and create a new task with the same initial information as the now-completed task. 

    Mark phone task complete

 

Note: Tasks that are marked complete past their original due date are marked as late, even if the due date is rescheduled.



Reopening Completed Tasks

You can reopen completed tasks that are still listed in your task manager. Previously deleted completed tasks cannot be reopened.

To reopen tasks, do the following:

  1. Optional: Select Completed from the All-Time drop-down menu
  2. Hover over a completed task in the Task Manager window. Click  12more.png  Options > Reopen Task.

    Reopen task

     

  3. Select the desired date and time from the Due Date drop-down menus.
  4. Click OK.

    Reopen task

     



Hiding Overdue Tasks

You can hide tasks that are overdue. 

Clicking the Hide Overdue checkbox in the Task Manager window will toggle between hiding and displaying overdue tasks.

Be aware that hidden overdue tasks are still open and are not completed or deleted.

 

Hide Overdue task

 



Task Options

When interacting with tasks, there are different options available from the  12more.png  Options menu.

The menu has the following actions available:
 

Option Description
Call


 

If the lead associated with the task has phone numbers on their
record, clicking the Phone Icon will display those phone numbers.

Smart Mail


 

If you have Mail Sync enabled and the lead associated with
the task has an email address on their record, clicking this icon
will allow you to send a Smart Mail.

Email


 

If the lead associated with the task has an email address on their
record, clicking this icon will allow you to send an email.

Add Note


 

Opens the Note text box. Allows for notes to be entered into the
task
. Also opens the Mark Task Complete checkbox, which
allows for completing tasks.

Edit Task


 

Opens the task for editing.

Delete Task


 

Deletes the task. This action is permanent.

 


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