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.
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