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Navigating Tasks: Understanding the To-Do Table in Your CRM

Gain insight into managing your tasks effectively with this comprehensive guide on understanding the To-Do Table in your CRM. Learn how to navigate this essential feature, which serves as a centralized hub for organizing and prioritizing your daily activities. This article provides clear explanations of the various components of the To-Do Table, empowering you to maximize productivity and stay on top of your workload. Whether you're assigning tasks to team members or tracking your own progress, understanding this fundamental aspect of your CRM ensures you optimize your workflow and achieve your goals efficiently.

1. Commence with clicking the Tasks option for your workflow.

1 Click on the element.

2. Next, focus on specifying the task's name and description.

2 Upload

3. After that, review your list of tasks.

3 Upload

4. Proceed to search by the task's name.

4 Click on "Contact".

5. Once done, ascertain which contact the task is assigned to.

5 Click on "Contact".

6. Then, identify the staff responsible for the task.

6 Once that's done, click on the element.

7. Check through the task's current status.

7 Following that, click on the element.

8. Thereafter, opt to sort tasks by their due dates.

8 Click here.

9. Go ahead and review the available task actions.

9 Click here.

10. Choose between three options for task actions.

10 Upload

11. If needed, select all tasks for bulk processing.

11 Once that's done, click on the element.

12. Then, proceed with clicking Bulk Actions.

12 Next, click on "Bulk Actions".

13. Finally, decide what to do in your bulk actions.

13 Click on "Bulk Actions".
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