Tasks help you track customer action items and to-dos in a structured and organized way, so that you can easily review task status and details, and successfully close a task within the expected timeframe. 


You can manually add a task via the global "Add New” button in the navigation bar or within each individual account's details page


When adding a task, you can specify the following task details:


  • Account name: the name of the account the task is for

  • Task name: name of the task

  • Details: description of the task

  • Priority: the priority of the task

  • Due date: the due date of the task

  • Category: Category of the task

  • Owner: the assigned team member to the task

  • Watchers: other team members who should monitor and receive updates from this task

  • Sub-tasks: checkbox items or additional tasks associated with the task

  • Attachments: documents linked to this task


You will be able to track, manage and update tasks on the specific Account's Details - Tasks page or on the main Tasks page.