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Task Manager Overview

Tips & Tricks on how to make the most of your task manager

Patrick Monnot avatar
Written by Patrick Monnot
Updated over a week ago

What is the Task Manager?

The Task Manager is a simple way for sellers to track what is on their plate. They juggle with multiple balls at once and it's easy to drop one of them.

The Task Manager is an easy way to keep track of them and assign them to people, records, and more - so you can manage them thoughtfully.

Currently, the Task Manager is separate from the CRM tasks. They live in Pod. We will soon allow sync capabilities in Pod with the CRM integration.

How to use the Task Manager?

Navigate to Task Manager

To access the Task Manager,

  • Go to the bottom-right of your screen

  • Click on the mini-apps bottom to see all options appear

  • Click on the Task button

Here you go - the task is open.

You can also use the "Create New" button at the top-right of the screen and click on the "Create new task" button to open the widget.

Review the details of a task

In the Task Manager, you will find a list of tasks that (A) you've either created or (B) you've been assigned to.

At first glance you'll find:

  • The title of the task

  • The due task

  • The status circle (If it's grey, it's not completed. If it's green, it's completed)

Hover over any given task and click on the "..." button to completely delete the task from your manager.

To review the details of a task, click on the down arrow ⬇️ next - the details will appear below. You'll find:

  • Status - The status of completion of the task

  • Owner - Who is responsible for the task

  • Due date - When is the deadline for the task

  • Opportunity - What deals is it assigned to

  • Comments - Additional thoughts on the task

You can click on any field to update it in real time.

Search through tasks

Navigating through your list of tasks will allow you to zero in on the most important ones.

You can do so in 2 different ways:

  1. Search by name in the top search bar

  2. Use the tab sections to navigate through the Incomplete and completed tasks

More advanced filtering will be available soon.


πŸ’‘ Need help? Send us a message via the in-app chat or email us at [email protected].

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