1. Begin by clicking on Tasks from the menu to view your list.
Begin by navigating to the 'Tasks' section from your dashboard to access your complete task management workspace.
2. Now, use the search field to quickly find a specific task.
View a comprehensive list of all tasks, allowing you to see everything scheduled, in progress, or completed.
3. Optionally, further filter tasks using the enhanced search to refine results.
Utilize the search function to quickly find specific tasks by entering the task name.
4. Task Name and Description
Review the detailed names and descriptions of each task to better understand your responsibilities and objectives.
5. Task Assigned to Contact
See which contact each task is associated with, linking tasks to relevant clients or stakeholders.
6. Task Assignee
Identify which team member is responsible for each task, facilitating better coordination and accountability.
7. Task Due Date
Keep track of when each task is due, helping you manage deadlines effectively.
8. Task Status
Monitor the current status of each task (e.g., Open, In Progress, Completed) to gauge progress and plan accordingly.
9. Task Actions
Access various action options such as edit, delete, or update, providing you with control to manage tasks directly from the list.
10. Lastly, select all tasks, enabling bulk actions for efficient management.
Quickly select all tasks in the list at once for bulk actions, saving time if adjustments to multiple items are needed.
11. Finally, execute bulk actions to manage tasks collectively.
Perform actions like delete, assign, or change status on multiple tasks simultaneously, enhancing efficiency in task management.
