Creating and managing tasks

Tasks in ChartMogul is a CRM feature you can use to create, assign, and track action items — like follow-up calls, product demos, or email outreach — for your leads, opportunities, and customers.

You can also automate task creation with automations or our API, and set up email notifications to get alerted when tasks are due or assigned to you.

Watch a video about creating and managing tasks:

Here’s what we cover in this article:

Adding a task

Navigate to the Tasks section in a customer profile.

Tasks are sorted chronologically by due date in your local time zone. Overdue tasks appear in red. Tasks are visible to all roles except Lite (the read-only role with limited CRM access).

Tasks section in a customer profile with the options to add a task, edit a task, and delete a task

To add a new task:

  1. Click ADD TASK.
  2. Enter Task Details and select an Assignee.
  3. Under Due Date, enter the date and time when the task is due (in your local time zone). ChartMogul uses this due date for task notifications.
  4. Click SAVE.

ChartMogul creates your task and adds it to the list.

Completing a task

To mark a task as completed, click the :circle-checked~green: checkbox next to the task. To undo your action, click the :circle-checked~green: checkbox again.

The completed task appears as an Event — a timestamped activity entry — in the customer profile.

Editing a task

To edit a task:

  1. Click the :edit~gray: pen icon.
  2. Adjust the Task Details, Assignee or Due Date.
  3. Click SAVE.

Deleting a task

To delete a task:

  1. Click the :dots~gray: dots icon and select Delete task from the drop-down.
  2. Click OK to confirm.

Viewing all tasks

Access your tasks by navigating to Tasks. The table shows Customer, Task Details, Assignee, Due Date (in your local time zone), and Recent Opportunities for each task.

Screenshot of the Tasks page. There’s a table listing tasks with the following columns: “Customer”, “Task Details”, “Assignee”, “Due Date” and “Recent Opportunities”. Above the table, there are two drop-downs to filter tasks. In the top right is a “Select” button and a plus sign icon to add a task.

Adding tasks

To add a task:

  1. Click the :add-item~gray: Add a task icon.
  2. Select a Customer, enter Task Details, and select an Assignee.
  3. Under Due Date, enter the date and time when the task is due (in your local time zone). ChartMogul uses this due date for task notifications.
  4. Click SAVE.

Sorting tasks

Sort tasks by Task Details or Due Date by clicking the header of each column. Click again to reverse the sorting order.

Filtering tasks

By default, the Tasks page shows open tasks assigned to you. Use the status drop-down to display All tasks, Open tasks, or Completed tasks. Use the assignee drop-down to filter by team member.

Completing tasks

Click the :circle-checked~green: checkbox next to a task to toggle its status to completed or open.

Deleting tasks

To delete a single task:

  1. Click the :trash-stroke~gray: trashcan icon next to the task.
  2. Click OK to confirm.

To delete multiple tasks at once:

  1. Click SELECT.
  2. Select the tasks you want to delete and click DELETE TASKS.
  3. Click OK to confirm.

Next Steps

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