Tasklist – Filter by Task Template
Release Date: March 1, 2025 With our latest enhancement, you can now filter templates based on the tasks they’ve been added to. This means when
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Task Management
Information about Task Management
Bulk Assign and Re-assign Agents in the Tasklist
Release Date: March 1, 2025 Now, you can bulk assign tasks to multiple agents or reassign them as needed. This new enhancement simplifies task management
Calendar Event Updates on Task Edit
Previously, when you created a task—whether from the Contacts, Deal Card, Tasklist module, or the ‘add task’ option throughout the module—and added it to the
Create Tasks
You can add follow-up tasks by from the Dashboard widget – My Tasks List by clicking on the plus icon at the right side of the widget.
Tasklist
In this article, you will learn: Tasklist module in left navigation Assign and Track task Map External Contact in Task Tasklist Enhancements- Multiple assignees, Attach
Task Templates
In this article, you will learn: How to edit Task Template: How to share Task Templates: How to delete Task Template: How to use Task
How to create a new task while marking a task as done?
If you want to create a new task based on the contact details of the existing task that you’re marking as done, you can do
