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
