company logo

Help Center

Go to Aesthetix CRM
All collectionsTasksManaging Tasks

Managing Tasks

Edit tasks, mark them complete or pending, delete them, set recurring tasks, format descriptions, and troubleshoot.

Editing Tasks

Task Status: Marking Tasks Complete and Pending

Deleting Tasks

Recurring Tasks

Rich Text in Task Descriptions and Notes

Tasks Across Contacts and Opportunities

Troubleshooting Tasks Not Appearing

Terms & ConditionsPrivacy Policy