Tasks

A task is something you need to do, with a due date — call a customer back, send a revised quotation. Tasks keep your follow-up from slipping.

Where to find it

Select Tasks in the sidebar. The list opens on your own Open tasks; use Filters to see completed tasks or other people’s.

What you can do

Select New task, give it a Subject, a Due Date and a Priority, and link it to the record it is about under Related To.
Tick a task in the list to complete it, and untick it to reopen it.
Open a task to add comments or invite colleagues under Collaborate.
Start a task from a customer, quotation or invoice, on its Activities tab, so it is linked for you.

This page is a summary. A full guide for Tasks will follow.