If you’re new to ChartMogul CRM, review our setup guide.
Tasks for ChartMogul CRM allow you to track and prioritize all tasks associated with your leads, opportunities, and customers. Create tasks for follow-up calls, product demos, email outreach, or meeting arrangements for yourself or assign them to your team.
Watch a video about creating and managing tasks:
Here’s what we cover in this article:
- Adding a task
- Completing a task
- Editing a task
- Deleting a task
- Viewing all tasks
Before you begin
Ensure team members who manage sales activities have been assigned CRM seats.
Adding a task
You’ll need a CRM seat to create and manage tasks.
Navigate to the Tasks section in a customer record.
Tasks are sorted chronologically by due date in your local time zone. Overdue tasks appear in red.
To add a new task:
- Click Add Task.
- Enter Task Details and select an Assignee.
- Under Due Date, enter the date and time when the task is due (in your local time zone).
- Click Save.
ChartMogul creates your task and adds it to the list.
Completing a task
To mark a task as completed, click the round checkbox next to the task. To undo your action, click the checkbox again.
The completed task appears under Events:
Editing a task
To edit a task:
- Click the Edit icon.
- Adjust the Description, Assignee, or Due Date.
- Click Save.
Deleting a task
To delete a task:
- Click the dots icon and select Delete task from the drop-down.
- Click OK to confirm.
Viewing all tasks
View and manage all tasks by navigating to Tasks.
Use this table to view the Customer, Task Details, Assignee, Due Date (in your local time zone), and Recent Opportunities for each task.
Sort tasks by Task Details, Assignee, or Due Date by clicking the header of each column. Click again to reverse the sorting order.
By default, the Tasks page shows open tasks assigned to you.
Use the Show drop-down to display All tasks, Completed tasks, or Open tasks. Use the Assignee drop-down to view tasks assigned to a specific team member.
Click the round checkbox next to a task to toggle its status to completed or open:
To delete a task, use the Delete icon and click OK to confirm: