Tasks
Campaign Action Items
7 articles
- IntroductionLearn what Tasks are, how they are created, and the statuses and types they can have.
- Navigate the Tasks PageUnderstand how the Tasks page is organized, what each tab shows, what each column means, and what the top-right action buttons do.
- Filter and Sort TasksLearn how to use the filters available in the Tasks toolbar to focus on the tasks that matter most.
- View Task DetailsLearn how to open the Task Queue panel, what information it displays, and what actions you can take from it.
- Complete a TaskLearn how to complete a task, ignore it, reschedule it, or create a follow-up from the task panel.
- Practical Use CasesReal-world examples of how teams use the Tasks section to manage daily workflows, oversee teams, and coordinate outreach.
- FAQs