Tasks
Task Overview
Introduction to Tasks
Here you can find information about Tasks, how they work and why you should use them?
Create and Execute Tasks
Task - FAQs
Get answers to most frequently asked questions related to task here.
Execute specific task
Take a look at how you can perform any assigned tasks.
Create new task for accounts
How to create a task from scratch?
Create new task for prospects
How to create a task from scratch? How to create a task automatically?
Best Practices to execute tasks like a pro
Execute tasks one by one in a queue. Apply filters. Create custom views. Sort tasks and do much more.
Take Action on Tasks
Skip or delete tasks
Learn how to skip a workflow task or delete an individual task.
Reschedule tasks
Learn how to reschedule a task using Upscale.