What are tasks?

Tasks are action items that fall outside a playbook. Each task is assigned an owner and due date.  Just like steps in a playbook, tasks appear on the owner's dashboard when due or past due.

How do I create a task?

To create a task, find the contact the task is to be assigned. Click the "add task" link in the Tasks heading. Enter a title and due date and assign the person responsible for the task. Click the add task button and the task is created for that contact. 

How do I edit or reassign a task?

Once entered, you can edit a task by clicking the edit link at the end of the task. You can re-title the task, change the date, or change who is responsible. Once the changes are made, click the update button and the task is automatically updated. 

How do I see what tasks need to be completed?

Each time a task is created, edited, completed, or deleted, it is recorded in the Comments and History section of the contact.  It also appears on the Activity Report for the user affecting the task.