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How do I manage my Tasks in Funnel?

In Funnel, you can assign tasks to yourself or another user in relation to a lead. The 'tasks' tab on the top navigation is where your tasks are managed. Taking a look at the example below, this is what your dashboard will look like if there aren't currently any tasks that are either incomplete or assigned to you.

 

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To create a new task, simply click the 'add task' button on the top right-hand corner (as a side note, you can also add tasks from the Lead detail view – see this task for more information). You can also change your view to see 'complete tasks' or 'all tasks' using the drop-down menu to the left.

 

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Once you click the 'add ask' button, a window will appear, asking you to add some information about the new task. This will include details such as; the assignee, title, description, and due date. Enter these details and hit 'save task.'

 

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From here, your new task will now appear in the list on your 'my tasks' page as seen in the example below.

 

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Lastly, you can then use the drop-down menu on the right-hand side to edit or delete your task, or you can click on the tick icon on the left-hand side to mark your task as completed.

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