Follow-up with your contacts by utilizing the Agenda and Calendar to stay organized and on task! Tasks and events are your future todos.
- An event is a todo item with a start and end time. Example: A meeting on Thursday from 1 p.m. to 2 p.m.
- A task is a todo item to be completed in the future. Example: A phone call you need to make on Friday
Using tasks and events in the Calendar and Agenda tab
To add a Task or Event to an individual person, deal or company, click the "+" at the top-right of the page and select either Task or Event.
In the Add Task window, you can:
- Name the task
- Associate the Task to one of your Deals, People or Companies
- Categorize the task type
- Set a due date and/or repeat task
- Assign to a user in Pipeline
- Provide a description
Once you have added a task, you can mark the task as complete, postpone 1 day, postpone 7 days, edit, or delete the task by clicking on the task name.
In the Add Event window, you can:
- Name the Event
- Associate the Event to one of your Deals, People or Companies
- Set the type of Event
- Assign to a user in Pipeline
- Select your Start and End date and time
- If the event is for the entire day, check the respective box
- Provide a description
Once you have added an Event, you can mark the task as complete, postpone 1 day, postpone 7 days, edit, or delete the task by clicking on the task name.
Pro Tip: make the task, event, and activity category types match in your account.
For example, if you have a task and event type for Follow up Call, add it as a category for your activities as well. This will make working in your account and reporting on things later much easier and more intuitive.
Tasks/Events in list views
From the list views, you can:
- View your next task due and the due date for a task by person, deal or company
- Add a new activity
- View your latest activity and the date of your most recent activity.
Working in the list views, you can view your people or deals that have an upcoming task and prioritize what to complete next. You can also mark tasks as complete or postpone tasks for the future by clicking on the task.
Additionally, you can add the latest activities column to your view in the list-view so that you can see when you’ve last taken action with a deal or person.
Using tasks, events, and activities
There are several features to help you plan what you need to accomplish with your tasks and events:
- The Home tab contains an agenda showing you everything you need to get done today, later in the week or the things you put off!
- The Calendar provides a monthly snapshot of you and your team’s tasks, events, and milestones.
- The Agenda is a list view of all of your tasks and events that you can then sort and filter to stay organized or report on.
- Manage your reminders by navigating to My profile > Notifications to set email and in-app event notifications
- Enable your Mobile Number to receive SMS Event reminders 15 minutes before events are due
- To track the Activities you and your team have added, you can use the Activity Scoreboard and Activity Report under the Reports tab.