Tasks Overview

The Tasks module serves as a central location for organizing all tasks associated with your employer outreach efforts. 

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The Tasks module page is composed of a set of filters at the top, and three detailed tabs at the bottom, that are focused on making tasks easier to organize and find. 

• To Do: This tab displays the subject of the task, the associated contact’s detailed information, and an easy access “Complete” button.

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• Overview: This tab displays the subject of the task, its current status and type, and who is able to view the task.

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• Basics: This tab displays the subject of the task, the company the task is associated with, who created the task and who the task is assigned to.