Tasks and My work

Plan follow-ups with due dates, reminders and repeats.

Steps

1. 1Open Tasks. Your work is grouped into Overdue, Today, Upcoming and Someday.
2. 2Select New task: add a title, due date, reminder, priority and (optionally) link it to an account or contact. On a lead, deal, quotation, order or invoice, use Add task in Tasks & activity to link the task to that record.
3. 3Choose a repeat (daily, weekly or monthly) for recurring work.
4. 4Tick the checkbox to complete a task. The next occurrence of a repeating task is created automatically.
5. 5Switch to Board view to see tasks as columns.

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