How can we help you?

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.




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.




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.'




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




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.

Have more questions? Submit a request


Powered by Zendesk