Editing Tasks

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'''Navigation:''' [[Main_Page]] > [[Deals]] > Tasks

== How do I see all tasks assigned to me? ==

In ActiveCampaign, the '''Tasks''' feature is an essential component for managing your workload effectively, especially if you are involved in deals and sales activities. Tasks allow users to stay organized and ensure that no important actions are overlooked. Whether you are managing contacts or overseeing specific deals, having visibility into your assigned tasks is crucial for productivity and meeting deadlines. This article explains how you can see all tasks assigned to you within your ActiveCampaign account.

== How to access this feature ==

To access the '''Manage Tasks''' page where you can view all tasks assigned to you, follow the steps outlined below. 

== Step-by-step instructions ==

1. Navigate to the '''Deals''' section on the left menu of your ActiveCampaign dashboard.
2. Click on '''Tasks''' to open the '''Manage Tasks''' page.
3. On the '''Manage Tasks''' page, locate the '''Task Assigned To''' dropdown menu. Click on it.
4. Select your name from the list of options presented in the dropdown.

Once completed, the system will load all tasks related to both Contacts and Deals that are assigned to you.

== Overview of Tasks ==
In the '''Manage Tasks''' page, you'll notice that tasks are categorized with specific symbols for quick identification:
- Tasks associated with Contacts will feature a '''person icon'''.
- Tasks linked to Deals will display a '''dollar sign'''.

These icons help you instantly differentiate between the types of tasks you are handling.

=== Completed Tasks ===
Completed tasks on the page will show a strikethrough in the '''Title & Description''' column, indicating they have been finished. These will have a status labeled as '''Complete''', and their associated columns ('''Related To''', '''Due Date''', '''Status''', and '''Type''') will appear in grey text. The button next to the task will read '''Edit task'''.

=== Incomplete Tasks ===
For incomplete tasks, there is no strikethrough in the '''Title & Description''' column; they will instead be marked with a status of '''Incomplete'''. Pay attention to the due dates:
- Due dates for overdue, incomplete tasks will be highlighted in '''red'''.
- Due dates for upcoming incomplete tasks will be in '''black'''.

The button next to incomplete tasks will display as '''Complete'''.

== Configuration options and settings ==
Within the '''Manage Tasks''' tool, there are several configuration options that enhance your task management experience:
- The '''Task Assigned To''' dropdown allows you to filter tasks specifically assigned to you, ensuring you view only the relevant tasks in your account.
- Task types can be identifiably associated with either Contacts or Deals, making it easier to prioritize your actions based on the nature of the task.

== Best practices and tips ==
To effectively manage your tasks within ActiveCampaign:
- Regularly review your assigned tasks to prioritize your daily workload.
- Use the status indicators to focus on incomplete and overdue tasks first.
- Consider setting up reminders to follow up on tasks to avoid possible delays.
- Take advantage of the ability to filter by your name to provide a streamlined task view.

By adopting these practices, you'll ensure that your workflow remains efficient and your deals stay on track.

== Common use cases with examples ==
- **Example 1**: A sales representative can view all tasks related to customer follow-ups, ensuring that no leads are lost.
- **Example 2**: A team leader can monitor the tasks assigned to them and their team members, ensuring clarity on responsibilities and timelines.

Utilizing the '''Manage Tasks''' page allows for streamlined operations regarding task management, ultimately leading to enhanced efficiency in managing deals and maintaining customer relationships.

== Troubleshooting ==
If you encounter issues while attempting to view your tasks:
- Ensure that you have correctly selected the option from the '''Task Assigned To''' dropdown.
- Refresh the page or log out and back into your ActiveCampaign account if tasks do not load properly.
- Verify that your plan type includes access to the '''Tasks''' feature, especially if you are on a Starter plan.

== FAQ ==
=== How do I know if a task is overdue? ===
Overdue tasks will have their due dates displayed in '''red''' within the '''Manage Tasks''' page.

=== Can I filter tasks that are assigned to other users? ===
No, the '''Task Assigned To''' dropdown allows you only to filter and view tasks that are specifically assigned to you.

=== Can I edit my tasks after marking them complete? ===
Once a task is marked as '''Complete''', the button will change to '''Edit task''', allowing you to modify details if necessary.

=== What should I do if I cannot find a specific task? ===
Make sure you are navigating via the correct filter under the '''Task Assigned To''' dropdown and check for any potential visibility issues.

=== Is there a limit to the number of tasks I can assign? ===
There are no specified limits on the number of tasks you can manage; however, performance may vary based on your plan type and system capabilities.

=== How does the task management relate to Deals? ===
Tasks are directly linked to the deals you are managing, allowing you to stay on top of important actions required for successful deal closure.

=== Can I receive notifications for overdue tasks? ===
Currently, ActiveCampaign does not provide direct notifications for overdue tasks within the system, so regular reviews are recommended.

This article will help you navigate the '''Tasks''' feature effectively and maximize its contribution to your productivity on ActiveCampaign. For more detailed insights, refer back to the [[Deals]] category. 
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