Stay on top of your tasks

Create tasks, give them to teammates, link them to records and spot the ones that are overdue.

Die Videos sind auf Englisch.

Das lernen Sie

Create a task
Only the name is required. Set who it's for, a due date and the account it belongs to.
Overdue tasks
A task past its due date shows in red until you complete it.
Views
See tasks as a list or as cards, and switch between all tasks and your own.

Tägliche Arbeit

3 LektionenCa. 7 Min.
Ihr Fortschritt0%
  1. Stay on top of your tasks2:09
  2. Keep notes on your records2:12
  3. Create your first email campaign2:58