Creating and managing tasks – Help Center

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.

Screenshot of the “Add Task” dialog. It contains input fields labeled “Task Details”, “Assignee”, and “Due Date”. Under “Due Date”, there are two fields: one for the date, and one for the time. At the bottom, there are two buttons, “Cancel” and “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.

Screencap of the Tasks section in a customer record. The user clicks the checkbox of a task to mark it as completed. Its details are struck through, and the checkbox displays a checkmark against a green background. The user clicks the checkbox again to mark the task as open. The checkbox becomes empty again, and the strike-through disappears.

The completed task appears under Events:

Screenshot of the Activities list in a customer record. The first item of the list is labeled “Task completed” followed by the task details.

Editing a task

To edit a task:

Click the Edit icon.
Adjust the Description, Assignee, or Due Date.
Click Save.

Screenshot of the Tasks section in a customer record with two tasks. The pencil-shaped edit icon of the second task is surrounded by a red rectangle.

Deleting a task

To delete a task:

Click the dots icon and select Delete task from the drop-down.
Click OK to confirm.

Screenshot of the Tasks section in a customer record with two tasks. Below the dots icon of the second task there’s a drop-down menu with one item, “Delete task”.

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.

Screenshot of the Tasks page. There’s a table listing tasks with the following columns: “Customer”, “Task Details”, “Assignee”, “Due Date”, and “Recent Opportunities”. On the right side of each task, there’s a delete icon shaped like a trash can. Above the table, there are two drop-downs. The “Show” drop-down is set to “All tasks”. The “Assignee” drop-down is set to “All”.

Sorting tasks

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

Screencap of the Tasks page. The table is sorted by due date, with more urgent tasks appearing at the top. The user clicks the header of the “Due Date” column, and the sorting order is reversed. Then the user sorts the list by clicking the headers of the “Task Details” and “Assignee” columns.

Filtering tasks

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.

Screencap of the Tasks page. The user filters the list using the “Show” drop-down to show, in succession, completed tasks, open tasks, and all tasks. The user then uses the “Assignee” drop-down to show tasks assigned to a specific team member.

Completing tasks

Click the round checkbox next to a task to toggle its status to completed or open:

Screencap of a fragment of the Tasks page. The user clicks the checkbox of a task to mark it as completed. Its details are struck through, and the checkbox displays a checkmark against a green background. The user clicks the checkbox again to mark the task as open. The checkbox becomes empty again, and the strike-through disappears.

Deleting tasks

To delete a task, use the Delete icon and click OK to confirm:

Screenshot of the Tasks page showing three tasks. On the right side of each task, there’s a delete icon shaped like a trash can. One of the icons is surrounded by a red rectangle.