Unified Task Management Across Contacts and Opportunities

Access Contact List (image 1 of 13) What this shows Go to the Contacts section in your left-hand menu and select the Smart Lists tab. What this shows Illustrates the "Access Contact List" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Access Contact List" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Go to the Contacts section in your left-hand menu and select the Smart Lists tab. This displays a list of all contacts in your subaccount, where you can view basic info like name, phone number, and email. Click any contact to view their full profile and access task tools. Immediately after, the guide continues: Clicking a contact opens their detailed profile, showing email, phone, preferences, and activity history. To manage tasks, locate and click the Tasks icon at the top right corner of the contact view. Image 1 of 13 Where to goGo to the Contacts section in your left-hand menu and select the Smart Lists tab. This displays a list of all contacts in your subaccount, where you can view basic info like name, phone number, and email. Click any contact to view their full profile and access task tools.

Buttons and menus referenced Smart Lists

Next stepClicking a contact opens their detailed profile, showing email, phone, preferences, and activity history. To manage tasks, locate and click the Tasks icon at the top right corner of the contact view.

Open a Contact Record (image 2 of 13) What this shows Clicking a contact opens their detailed profile, showing email, phone, preferences, and activity history. What this shows Illustrates the "Open a Contact Record" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Open a Contact Record" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Clicking a contact opens their detailed profile, showing email, phone, preferences, and activity history. To manage tasks, locate and click the Tasks icon at the top right corner of the contact view. Immediately after, the guide continues: Use the filter icon to quickly narrow down your task list. You can filter tasks by assignee or task status, helping you focus on what’s relevant for your workflow. This makes it easier to manage workloads and ensure accountability within…. Image 2 of 13 What to clickClicking a contact opens their detailed profile, showing email, phone, preferences, and activity history. To manage tasks, locate and click the Tasks icon at the top right corner of the contact view.

Buttons and menus referenced Tasks icon

Next stepUse the filter icon to quickly narrow down your task list. You can filter tasks by assignee or task status, helping you focus on what’s relevant for your workflow. This makes it easier to manage workloads and ensure accountability within your team.

Filter Tasks by Team or Status (image 3 of 13) What this shows Use the filter icon to quickly narrow down your task list. What this shows Illustrates the "Filter Tasks by Team or Status" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Filter Tasks by Team or Status" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Use the filter icon to quickly narrow down your task list. You can filter tasks by assignee or task status, helping you focus on what’s relevant for your workflow. This makes it easier to manage workloads and ensure accountability within your team. Immediately after, the guide continues: Click the sort icon to organize tasks by due date or creation date. You can toggle between ascending or descending order to prioritize what needs attention first. This helps maintain clarity when reviewing large task lists. Image 3 of 13 What this coversUse the filter icon to quickly narrow down your task list. You can filter tasks by assignee or task status, helping you focus on what’s relevant for your workflow. This makes it easier to manage workloads and ensure accountability within your team. Next stepClick the sort icon to organize tasks by due date or creation date. You can toggle between ascending or descending order to prioritize what needs attention first. This helps maintain clarity when reviewing large task lists.

Sort Tasks for Better Visibility (image 4 of 13) What this shows Click the sort icon to organize tasks by due date or creation date. What this shows Illustrates the "Sort Tasks for Better Visibility" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Sort Tasks for Better Visibility" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Click the sort icon to organize tasks by due date or creation date. You can toggle between ascending or descending order to prioritize what needs attention first. This helps maintain clarity when reviewing large task lists. Immediately after, the guide continues: Click the three-dot menu next to any task to open options for editing or deleting it. Select “Edit” to modify task details or “Delete” to remove the task permanently from the record. Image 4 of 13 What to chooseClick the sort icon to organize tasks by due date or creation date. You can toggle between ascending or descending order to prioritize what needs attention first. This helps maintain clarity when reviewing large task lists. Next stepClick the three-dot menu next to any task to open options for editing or deleting it. Select “Edit” to modify task details or “Delete” to remove the task permanently from the record.

Edit or Delete Tasks (image 5 of 13) What this shows Click the three-dot menu next to any task to open options for editing or deleting it. What this shows Illustrates the "Edit or Delete Tasks" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Edit or Delete Tasks" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Click the three-dot menu next to any task to open options for editing or deleting it. Select “Edit” to modify task details or “Delete” to remove the task permanently from the record. Immediately after, the guide continues: In order to create a New task from Tasks panel of a contact or opportunity record, click the + Add Task button. This action opens the full task creation form where you can enter all task details. Image 5 of 13 What to chooseClick the three-dot menu next to any task to open options for editing or deleting it. Select “Edit” to modify task details or “Delete” to remove the task permanently from the record. Next stepIn order to create a New task from Tasks panel of a contact or opportunity record, click the + Add Task button. This action opens the full task creation form where you can enter all task details.

Add a New Task (image 6 of 13) What this shows In order to create a New task from Tasks panel of a contact or opportunity record, click the + Add Task button. What this shows Illustrates the "Add a New Task" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Add a New Task" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: In order to create a New task from Tasks panel of a contact or opportunity record, click the + Add Task button. This action opens the full task creation form where you can enter all task details. Immediately after, the guide continues: Start by giving your task a clear and concise title in the Title field. This is a required field and helps identify the task easily when viewed in lists or filters. Image 6 of 13 What to fill inIn order to create a New task from Tasks panel of a contact or opportunity record, click the + Add Task button. This action opens the full task creation form where you can enter all task details.

Buttons and menus referenced + Add Task

Next stepStart by giving your task a clear and concise title in the Title field. This is a required field and helps identify the task easily when viewed in lists or filters.

Enter the Task Title (image 7 of 13) What this shows Start by giving your task a clear and concise title in the Title field. What this shows Illustrates the "Enter the Task Title" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Enter the Task Title" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Start by giving your task a clear and concise title in the Title field. This is a required field and helps identify the task easily when viewed in lists or filters. Immediately after, the guide continues: Click “Add description” to include more details about the task. Use this field to provide context, instructions, or important notes that help the assignee understand the objective. Image 7 of 13 What this coversStart by giving your task a clear and concise title in the Title field. This is a required field and helps identify the task easily when viewed in lists or filters. Next stepClick “Add description” to include more details about the task. Use this field to provide context, instructions, or important notes that help the assignee understand the objective.

Add Task Description (image 8 of 13) What this shows Click “Add description” to include more details about the task. What this shows Illustrates the "Add Task Description" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Add Task Description" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Click “Add description” to include more details about the task. Use this field to provide context, instructions, or important notes that help the assignee understand the objective. Immediately after, the guide continues: Use the calendar and time picker to select when the task should be completed. This helps structure deadlines and ensures accountability within your team. Image 8 of 13 What to fill inClick “Add description” to include more details about the task. Use this field to provide context, instructions, or important notes that help the assignee understand the objective. Next stepUse the calendar and time picker to select when the task should be completed. This helps structure deadlines and ensures accountability within your team.

Set Due Date and Time (image 9 of 13) What this shows Use the calendar and time picker to select when the task should be completed. What this shows Illustrates the "Set Due Date and Time" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Set Due Date and Time" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Use the calendar and time picker to select when the task should be completed. This helps structure deadlines and ensures accountability within your team. Immediately after, the guide continues: Click the time dropdown to set when the task is due. You can choose the exact hour and minute to schedule task reminders with precision. Image 9 of 13 What to chooseUse the calendar and time picker to select when the task should be completed. This helps structure deadlines and ensures accountability within your team. Next stepClick the time dropdown to set when the task is due. You can choose the exact hour and minute to schedule task reminders with precision.

Select a Time for the Task (image 10 of 13) What this shows Click the time dropdown to set when the task is due. What this shows Illustrates the "Select a Time for the Task" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Select a Time for the Task" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Click the time dropdown to set when the task is due. You can choose the exact hour and minute to schedule task reminders with precision. Immediately after, the guide continues: To configure a recurring task, first toggle on the Recurring tasks option. Then use the Repeats every field to define how frequently the task should recur—for example, every X days, weeks, or months. Under Ends on, choose whether the task…. Image 10 of 13 What to chooseClick the time dropdown to set when the task is due. You can choose the exact hour and minute to schedule task reminders with precision. Next stepTo configure a recurring task, first toggle on the Recurring tasks option. Then use the Repeats every field to define how frequently the task should recur—for example, every X days, weeks, or months. Under Ends on, choose whether the task should repeat indefinitely (Never), stop on a specific date (On), or after a certain number of repetitions (After). You can also enable the option to create a new task even if the previous task is overdue, which ensures that the recurrence continues on schedule regardless of completion status. This setup is ideal for automating repetitive actions and maintaining consistent follow-up.

Recurring Tasks (image 11 of 13) What this shows To configure a recurring task, first toggle on the Recurring tasks option. What this shows Illustrates the "Recurring Tasks" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Recurring Tasks" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: To configure a recurring task, first toggle on the Recurring tasks option. Then use the Repeats every field to define how frequently the task should recur—for example, every X days, weeks, or months. Under Ends on, choose whether the task should repeat indefinitely (Never), stop on a specific date…. Immediately after, the guide continues: Use the Assign to dropdown to designate the task to a specific user. You’ll see a list of all team members associated with the account—select the appropriate person responsible for completing the task. Assigning tasks helps organize…. Image 11 of 13 What to chooseTo configure a recurring task, first toggle on the Recurring tasks option. Then use the Repeats every field to define how frequently the task should recur—for example, every X days, weeks, or months. Under Ends on, choose whether the task should repeat indefinitely (Never), stop on a specific date (On), or after a certain number of repetitions (After). You can also enable the option to create a new task even if the previous task is overdue, which ensures that the recurrence continues on schedule regardless of completion status. This setup is ideal for automating repetitive actions and maintaining consistent follow-up.

Buttons and menus referenced Recurring tasksRepeats everyEnds onNeverOnAfter

Next stepUse the Assign to dropdown to designate the task to a specific user. You’ll see a list of all team members associated with the account—select the appropriate person responsible for completing the task. Assigning tasks helps organize accountability and ensures clear ownership of follow-ups.

Assign to a Team Member (image 12 of 13) What this shows Use the Assign to dropdown to designate the task to a specific user. What this shows Illustrates the "Assign to a Team Member" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Assign to a Team Member" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Use the Assign to dropdown to designate the task to a specific user. You’ll see a list of all team members associated with the account—select the appropriate person responsible for completing the task. Assigning tasks helps organize accountability and ensures clear ownership of follow-ups. Immediately after, the guide continues: Once your task details are complete, click Save to finalize and create the task, or choose Save and Add Another to quickly continue creating additional tasks. This dual-option approach helps streamline bulk task entry without having to…. Image 12 of 13 What to chooseUse the Assign to dropdown to designate the task to a specific user. You’ll see a list of all team members associated with the account—select the appropriate person responsible for completing the task. Assigning tasks helps organize accountability and ensures clear ownership of follow-ups.

Buttons and menus referenced Assign to

Next stepOnce your task details are complete, click Save to finalize and create the task, or choose Save and Add Another to quickly continue creating additional tasks. This dual-option approach helps streamline bulk task entry without having to reopen the form for every new entry.

Save or Add Another Task (image 13 of 13) What this shows Once your task details are complete, click Save to finalize and create the task, or choose Save and Add Another to quickly continue… What this shows Illustrates the "Save or Add Another Task" section of "Unified Task Management Across Contacts and Opportunities". This screenshot appears in the "Save or Add Another Task" section of "Unified Task Management Across Contacts and Opportunities". The text alongside this image reads: Once your task details are complete, click Save to finalize and create the task, or choose Save and Add Another to quickly continue creating additional tasks. This dual-option approach helps streamline bulk task entry without having to reopen the form for every new entry. Immediately after, the guide continues: Q: Is Unified Task Management available to all users? Image 13 of 13 What to chooseOnce your task details are complete, click Save to finalize and create the task, or choose Save and Add Another to quickly continue creating additional tasks. This dual-option approach helps streamline bulk task entry without having to reopen the form for every new entry.

Buttons and menus referenced SaveSave and Add Another

Next stepQ: Is Unified Task Management available to all users?

Unified Task Management Across Contacts and Opportunities

What is Unified Task Management?

Key Benefits of Unified Task Management

How to Use Unified Task Management

Access Contact List

Open a Contact Record

Filter Tasks by Team or Status

Sort Tasks for Better Visibility

Edit or Delete Tasks

Add a New Task

Enter the Task Title

Add Task Description

Set Due Date and Time

Select a Time for the Task

Recurring Tasks

Assign to a Team Member

Save or Add Another Task

Frequently Asked Questions

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