Create a task

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Create a task using the ActiveCampaign Chrome extension

The Create a task feature in the ActiveCampaign Chrome extension allows users to efficiently manage tasks directly from their Gmail inbox or any web page open in their Chrome browser. This functionality is crucial for sales teams and marketers who need to keep track of interactions with Contacts and Deals. By integrating task creation into their existing workflows, users can ensure that no follow-ups or important actions are overlooked, thereby improving productivity and enhancing customer relationships.

How to access this feature

To access the task creation feature, you must have the ActiveCampaign for Chrome extension installed. The extension is available from the Chrome Web Store and can be used with an ActiveCampaign account. Once installed, the extension will allow you to create tasks from both your Gmail account and from the browser bar.

Step-by-step instructions

Create a task from your Gmail account

Follow these steps to create a task from your Gmail account:

1. Open your Gmail inbox.
2. Locate any email from the Contact you wish to add a note to and open it. The ActiveCampaign Chrome extension will load on the right side panel.
3. Click the plus symbol (+) located at the top right of the side panel.
4. Select Add a task from the list of options.
5. The Add a task panel will open. Enter the title of the task and provide a short description.
6. Use the date and time dropdown fields to set a due date and time for the task.
7. Assign the task to any team member using the Assigned to dropdown field.
8. Use the Task type dropdown to select the task type, whether it is a default option or a custom task type.
9. The status dropdown lets you mark the task as complete or incomplete. The default status for new tasks is Incomplete.
10. Use the Task Relation dropdown to associate your task with a Contact or a Deal. If no Deal is linked to the Contact, only "Contact" will be available.
11. Click the Add button at the bottom of the form to create the task.
12. You can later access the task from the Contact view in the side panel for any edits.

Create a task from the browser bar

You can also create a Related Contact or Deal task anywhere on the web using the ActiveCampaign Chrome extension popup. Here's how:

1. Click the ActiveCampaign logo in your browser bar.
2. A modal window will open; click the “+” button in the header of this window.
3. Select Add a task.
4. Complete the required fields in the task form. You can search for the Contact or Deal you want the task to be associated with.
5. Click the Add button at the bottom of the form. A confirmation message will appear in the modal window to confirm the task creation.

Configuration options and settings

The ActiveCampaign Chrome extension offers several configuration options when creating tasks. These include:

• Assigned to: Assign the task to specific team members.
• Task type: Choose either default or custom types for task classification.
• Status: Indicate whether a task is complete or incomplete.
• Task Relation: Link the task to either a Contact or a Deal.

These options ensure that tasks are well-organized and assigned appropriately, which can help streamline workflow and management.

Best practices and tips

When using the Create a task feature in the ActiveCampaign Chrome extension, consider the following best practices:

• **Be specific with task titles and descriptions**: This ensures clarity and purpose for anyone reviewing the tasks later.
• **Set realistic due dates**: Make sure to choose deadlines that are achievable to maintain team morale and productivity.
• **Regularly review your tasks**: Make it a habit to check tasks at the beginning or end of each day to ensure nothing is missed.
• **Utilize task types effectively**: Leverage custom task types to fit your specific workflows and team dynamics.
• **Keep communication open**: When assigning tasks, discuss expectations with team members to avoid misunderstandings.

Troubleshooting

If you encounter any issues while creating tasks using the ActiveCampaign Chrome extension, consider the following troubleshooting tips:

• Ensure your ActiveCampaign account is properly connected to the Chrome extension.
• Check for updates of the Chrome extension in the Chrome Web Store to ensure that you are using the latest version.
• If you can't see the extension panel in Gmail, try refreshing your inbox or restarting the browser.
• Make sure you have the necessary permissions to create tasks if you're part of a team account.

Related features

For additional features related to task management and organization within ActiveCampaign, consider exploring:

• Automation: Automate routine tasks and communications for increased efficiency.
• Deals: Manage and track sales processes more effectively.
• Contacts: Access and maintain detailed records of all your contacts.

FAQ

What plans support the ActiveCampaign Chrome extension?

The ActiveCampaign Chrome extension is available for users on the Plus, Professional, and Enterprise plans.

Can I create tasks for Deals as well as Contacts?

Yes, you can create tasks for both Contacts and Deals directly through the Chrome extension.

Do tasks sync automatically with my ActiveCampaign account?

Yes, once created, all tasks will sync automatically with your ActiveCampaign account.

Is there a limit to the number of tasks I can create?

There is no specific limit on the number of tasks you can create; however, ensure that your organization practices effective task management.

What should I do if the extension does not load in Gmail?

Try refreshing the page or checking for updates in your Chrome extension settings. If the problem persists, consider reinstalling the extension.

Can I customize task types in the extension?

Yes, you can choose from default options or create custom task types when adding a new task.

How do I update or delete a task I've created?

You can access the task from the Contact view in the side panel of the Chrome extension for any updates or deletions.

For more detailed information, refer to the ActiveCampaign help articles about the Chrome extension. ```