Tasks

Conquer the "crazy busy" with tasks.

Tasks - HD
Tasks are activities that need to be completed. They are assigned to a user in your database (because, let's be honest, they won't get done if th...
Wed, 12 May, 2021 at 10:06 AM
View Tasks - HD
View a summary of your active assigned tasks or all active tasks in your organization from the dashboard. You can view active tasks in a list that you can ...
Mon, 15 Apr, 2019 at 9:25 AM
Create, Edit, and Complete Tasks - HDV
Tasks are to-do items for your organization. They must be assigned to a user in your organization and can be associated with a constituent. Create a Tas...
Wed, 20 Nov, 2019 at 5:13 PM
Channel and Purpose - HD
Interactions and tasks use channels and purposes to record how and why an action was done. Emails and letters use purposes to record why the communication w...
Thu, 11 Oct, 2018 at 11:13 AM