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.

Set up email notifications to get notified of tasks nearing their deadline or assigned to you by other team members.

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
  • Sorting tasks
  • Filtering tasks
  • Completing tasks
  • Deleting tasks

Before you begin

Ensure team members who manage sales activities have been assigned CRM seats.

Adding a task

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:

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 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:

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

Deleting a task

To delete a task:

1. Click the dots   icon and select Delete task from the drop-down.
2. 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.

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 view 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.

Deleting tasks

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