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Tasks

Updated

Tasks are reminders or appointments used to help you manage Accounts, Contacts, Events, Bookings, Debtors, or personal to-do items.

Tasks can be created by any system user and assigned to other users within your Company.

Each task has a Type (for example, Call, Email, Meeting). These types can be used for reporting and are shared across Companies for Enterprise subscribers. You can manage task types in the Control Panel .

Administrate helps you stay on top of tasks through:

  • Homepage task gadgets
  • Task lists
  • Daily task reminder emails

Tasks can be created as:

  • simple reminders (date and time)
  • calendar appointments (with start and end time)

On this page

Create a task

  1. Navigate to an Account, Contact, Event, or Booking.
  2. Click New in the Tasks section.
  3. Complete the required fields. If you enable Show on Calendar, enter an end date and time.
  4. Use Notify this User to send an email notification. You can include a message and additional recipients.
  5. Enable Credit Control to include the task in the Credit Control report.
  6. Click Save.

Note: To create a task not linked to a record (for example, a personal reminder), go to your user menu and select My Tasks, then click New Task.

Edit a task

  1. Open the task from your task list or from the related record.
  2. Update the task details as needed.
  3. To complete the task, update the status to Completed. Alternatively, use Complete & New to create a follow-up task.
  4. Click Save.

Delete a task

  1. Open the task from your task list or related record.
  2. Click Delete.

Reporting

You can report on tasks using the following tools:

  • Filtered Reports — build custom queries across Accounts and Contacts with related task data
  • My Tasks — view all your outstanding tasks
  • Homepage gadget — view upcoming tasks (next 7)

Permissions

To restrict users so they can only view their own tasks in My Tasks, remove the Tasks View All - View permission.

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