Teal CRM Version: v1.0
The Tasks Overview page allows you to review and manage tasks related to an account or contact inside of Teal.
Accessing Tasks
To view existing tasks within Teal, click on the Tasks menu link within the navigation bar.
From there you will see a list of all the existing tasks that you have inside of Teal.
Click on a task that's listed in blue. You will then be brought into the Tasks Overview page which will have their related information listed on the left side of the page, the account that the task is related to, and the Activity Feed related to that task for any status updates.
Tasks Overview Pane
In the left-hand side of the Task Overview page, you can quickly view the related information associated to that task such as the Due Date on when the task needs to be completed by, the Priority level of the task, the Status on whether the task has started, is in progress, or has not started yet, which user the task is assigned to, and when the task was created.
Task Account Pane
In the middle of the Tasks Overview page, you can quickly glance at which account this task is assigned to.
Activity Feed
In the right-hand side of the page, you have an Activity Feed where you can quickly post status updates regarding what changes or additions have been done to that task.
