Task

Module that includes all task data

The Task module keeps a record of all tasks added across different modules as individual records. Tasks come as a default field in each module, and users can choose to keep or remove it. With this module, you can easily create tasks, assign them to team members, and set deadlines to ensure timely completion of activities. When a task is added against a record in any module, its details are saved as a record in the Task module. The specific record to which the task is linked is displayed in the "Associated Record" field in the Task module. By clicking on the associated record for each task, you can quickly view the details without switching between modules. As mentioned above no fields in task module can be deleted but can be modified. know more.

The Task module primarily includes fields such as Task Title, Description, Due Date, Task Priority, Task Status, Task Category, Associated Record, Reminder Before, and Reminder Via. Among these, Task Title and Due Date are mandatory for saving a task. Tasks can also be quickly added from the right-side menu. The below image is the sample of Task module

Filter Views

The Task module is configured with some Filter Views as part of Prebuilt configurations. So while onboarding, if you select "Complete" with or without choosing a specific module, these filters will be installed in your Contact module, as indicated in the Preview Components on the onboarding page. You have the option to customize, add, or delete these filters as needed. If you prefer not to install these filters, simply choose the "Skip and Complete" button while onboarding.