Hello, my name is Chris. In this article, you'll learn how to manage tasks for a contact in LeadCenter.

Accessing Contact Tasks

To get started:

• Open the Contact Details page.
• Select Tasks from the left-hand menu.

This shows all tasks currently open and assigned to you.

To view tasks assigned to all users:

• Click the Name Filter, then select All from the list.

To view tasks in all statuses (such as Open, In Progress, Not Started, Completed, or Cancelled):

• Open the Status Filter and click All.

Creating a New Task

To create a new task:

• Click Add Task.

This opens the Task Creation page, where you can prefill task details using one of the available options displayed on the screen.

You can also use a Task Template to create a task more quickly.

Example:

• Select the RMD Follow-Up template.
• Assign an Owner.
• Set the Priority.
• Mark the Status as In Progress.

You can optionally:

• Assign a Task List.
• Choose a Category.
• Enter Task Details as needed.

Before saving, choose who can see the task:

• Either All Users
• Or Just Yourself

Once that’s set, click Save to complete the setup.
The task will be created with the due date you’ve assigned.

Managing and Updating Tasks

To take action on a task:

• Click the three dots next to the task.

From there, you can:

• Reassign it to another user
• Edit the task
• Duplicate it
• Move it to a different list
• Change the task status

You can also perform quick actions directly from the task menu, including:

• Creating an appointment
• Sending an email
• Sending a text
• Placing a call to the contact

Performing Bulk Actions

To perform bulk actions on multiple tasks:

• Use the checkboxes to select them.
• This opens the Bulk Action Menu, where you can apply updates to all selected tasks at once.

Example:
To change the due date for multiple tasks to the same time two days from now:

• Update the Date and Time fields.
• Click Save.

This will update the due date for all selected tasks.

Wrapping Up

That’s how you create, manage, and update tasks under a contact in LeadCenter.

Thank you for watching!