This article highlights time-saving features and tools on the Tasks page.
Contents
Prerequisites
None.
Hiding task columns
Change the Tasks page display by hiding or displaying columns. Open the Tasks page and click the Show Fields link at the top of the page. Scroll through the menu and switch on a toggle to make a column visible. Switch off a toggle to hide a column.
Editing tasks in bulk
Edit multiple tasks at the same time. Check the box next to two or more tasks, go to the top of the page, and select an option.
When the task is done, click Complete to update the status.
To remove tasks from the page, click the trash icon (and then Delete in the confirmation popup).
To edit a task attribute, click the Change button and select an option. You can assign the task to a different user, adjust the due date, or change the priority level.
Exporting a task list
Use the Export tool to download a file with the tasks currently on the Tasks page. Click the three-dot icon and select Export (.xls).
Using the task slider
If you click a task name, the slider panel displays on the right side of the page. Edit the information in the panel as required.
The panel does not have a Save button. Changes are auto-saved.
Snooze button - Delays the task to a particular date and time. Click the clock icon and select a default option or enter a custom period.
Estimated Time - Enter a time to complete the task. The Actual Time field records how long the task has been worked on (click the green icon to start the clock). This is useful when assessing performance against terms in a staff/contractor Service Level Agreement (SLA).
Activity and Notes - Deal notes are also displayed for easy lookup - you don't need to access the deal to check the notes history.
