Tasks

```mediawiki Navigation: Main_Page > CRM > Tasks > Tasks

How to Create a Task

Tasks in ActiveCampaign serve as valuable to-do items that can be created for your contacts and deals. This feature is crucial for maintaining organization and driving productivity within your CRM processes. By creating tasks, you ensure that all necessary follow-ups and actions are systematically tracked, enabling your team to stay aligned and effective in managing relationships with customers and prospects.

This article delves into the step-by-step process of creating tasks for both contacts and deals within ActiveCampaign, along with best practices to enhance your task management experience.

How to Access This Feature

To begin creating tasks within ActiveCampaign, navigate to the Contacts or Deals section from the left menu. Depending on the type of task you wish to create, follow the instructions provided below for contacts or deals.

Step-by-Step Instructions

Create a Task for Your Contact

1. Click Contacts on the left menu. 2. Open the Add a Task modal using one of the following methods:

  * From the Contacts Overview, click the dropdown next to the desired contact, then select Add a Task.
  * Click on the Contact Record, then go to the Action button dropdown at the top right and select Add a task.
  * Scroll down within the Contact Record to the Tasks section and click Add a task.

3. In the modal that appears, fill in the following fields:

  * **Title:** Provide a brief but descriptive title for the task.
  * **Task Type:** Select the type of task to categorize it appropriately.
  * **Assigned to:** By default, tasks will be assigned to the logged-in user. You can assign the task to other users via the dropdown.
  * **Due date:** Specify when the task needs to be completed.
  * **Due time:** Indicate the specific time by which the task should be addressed.

4. Optional: Click Show more options to add reminders or trigger automations related to this task. 5. Optional: Include a short description of the task to give further context to your teammates. 6. Click the Save Task button.

The task will be saved and appear in the Tasks section of the contact record.

Create a Task for Your Deal

1. Click Deals on the left menu and select the deal for which you want to create a task. 2. The Deal Details page will open. Open the Add a Task modal by utilizing one of the following methods:

  * Click the Action button dropdown at the top right and select Add a Task.
  * Click Add a Task in the Tasks widget on the Deal Details page.

3. When the modal appears, fill in the fields:

  * **Title:** Enter a concise and informative title for the task.
  * **Task Type:** Choose the appropriate task type for better organization.
  * **Assigned to:** Choose an account user who has permission to view the pipeline. If not assigned, the system will automatically assign it.
  * **Due Date:** Set a deadline for task completion.
  * **Due Time:** Specify the time the task should be finished by.

4. Optional: Click on Show more options to set reminders or automations for the task. 5. Optional: Include a description of the task to provide additional context. 6. Click the Add Task button.

The task will be saved and displayed on the details page for the deal.

Configuration Options and Settings

When creating tasks within ActiveCampaign, several configuration options allow for enhanced utility and specificity:

• **Title**
• **Task Type**
• **Assigned to**
• **Due Date**
• **Due Time**
• Optional features include sending reminders and activating automations based on task completion.

Understanding and using these options effectively will empower you to create comprehensive and actionable tasks that align with your business goals.

Best Practices and Tips

To maximize the effectiveness of tasks in ActiveCampaign:

• Always provide a clear Title and a detailed Description to ensure all team members understand the task's context.
• Use appropriate Task Types to facilitate filtering and tracking of similar tasks.
• Regularly review and update task statuses to keep workflow efficient and to ensure nothing is overlooked.
• Assign tasks to specific team members based on their roles and expertise, utilizing the Assigned to feature to enhance accountability.
• Encourage team members to utilize due dates and times to improve task prioritization and completion rates.

Common Use Cases with Examples

1. **Follow-Up Tasks:** After an initial contact, a salesperson can create a task to follow up with the prospect in a week. 2. **Pipeline Management:** Tasks can be used to ensure all steps in a sales pipeline are addressed, such as following up after sending a proposal. 3. **Client Meeting Prep:** A task can be established to prepare notes before a client meeting to ensure all pertinent details are covered.

These use cases highlight the versatility and necessity of the task feature within a comprehensive CRM strategy.

Troubleshooting

During the task creation process, users may encounter common issues:

• **Task not saving:** Ensure all required fields are completed; if not, the system will not allow the task to be saved.
• **User assignment issues:** Confirm that the intended user has the correct permissions to view and manage the associated records.
• **Modal not appearing:** If clicking on the Add Task button does not yield the modal, try refreshing the page or ensure there are no blocking browser extensions.

If issues persist, consult the ActiveCampaign support team for further assistance.

Related Features

For additional guidance, users may find the following features relevant:

• CRM (for overall management of customer relationships)
• Deals (to maintain sales pipelines)
• Automation (for setting automated actions based on task status)

FAQ

• Q: Can I edit a task after it has been created?

 A: Yes, you can edit the details of a task at any time.

• Q: What happens if I don’t assign a task to a user?

 A: If a task is not assigned, it will automatically be assigned to the logged-in user.

• Q: Can I set reminders for tasks?

 A: Yes, reminders can be set when creating or editing a task.

• Q: Are tasks visible to all team members?

 A: Tasks are visible based on user permissions; ensure the assigned users have access.

• Q: Can I delete a task?

 A: Yes, tasks can be deleted using the options provided in the task list.

• Q: Do tasks sync with calendars?

 A: Tasks do not sync automatically with external calendars within ActiveCampaign.

By following this guide, you can effectively leverage the task creation feature in ActiveCampaign to enhance your CRM operations and team productivity. ```