Docs / Guides
Tasks
To-dos, calls, emails and meetings, with due dates and priorities, on their own list or on any record.
Add a task#
Open Tasks and press Create Task, or add one from the Tasks tab of any record. Fields:
| Field | Notes |
|---|---|
| Title | Required. |
| Type | To-do, Call, Email, Meeting or Other. |
| Priority | High, Normal or Low. |
| Due | A date as YYYY-MM-DD. |
| Assignee | Who has to do it. |
| Related to | A lead, contact, company or deal. |
| Notes | Anything else worth knowing. |
Working your list#
A task is open until you complete it. The filters keep your day under control:
- My Tasks: only those assigned to you.
- Overdue: past their due date and still open.
- Due Today.
- By priority and by type.
The side menu shows a number next to Tasks when something needs attention, and the Dashboard lists tasks due soon. The My CRM follow-ups gadget shows your tasks on a Jira dashboard.
Select several tasks to change their priority or assignee at once: see Bulk actions.
Deleting#
You are asked to confirm before a task is deleted from a record's card.
Dealtrail CRM is built on Atlassian Forge and runs entirely on Atlassian's infrastructure. Questions or corrections: info@vudia.site.