-- If you prefer a video walk through, check out this video.

You can manage tasks in two places; the Tasks tab, which you will see at the top bar of your Hatchbuck database, and in individual contact records.

To Create a Task from the Tasks Tab:

  • To add a new task select the + New Task button in the top right.
  • Add a contact, company, and/or deal name that this task should be related to.
  • Add a description of your task (required).
  • Select a due date for your task, and flag it as High Priority to keep it top of mind
  • Choose a Task Type, or create a new one using the "+" button
  • You can check a box to automatically update the Last Contacted Date once the task is completed. You will also be able to mark the task as complete at this time if you have already done it and just want to track your activity.
  • Select the Create Task button to save the task.

Viewing Tasks in the Tasks Tab:

You have filters available to filter your tasks based on the due date, whether they are high priority or not, the task type, status, and the user they're assigned to.

Choose to view All tasks, those that are Due Now, Due This Week, or enter a Custom Date Range

Filter by Type of task (ex: call, email).

Filter by contact status to just view tasks for a particular group.

Filter to see All Tasks, Active Tasks or Completed tasks.

Filter to see tasks for All Users or a specific user.

To Create a Task from a Contact Record:

  • Select the Tasks Tab below the contact's basic info.
  • Click the +New Task button.
  • Add a Description of your task (required).
  • Select a Due Date for your task, and flag it as High Priority if necessary.
  • Choose a Task Type, or create a new one using the "+" button.
  • You can check a box to automatically update the Last Contacted Date once the task is completed. You will also be able to mark the task as complete at this time if you have already done it and just want to track your activity.
  • Select the Save button and it will appear in the task tab of the contact record.

*Hatchbuck Hack: Have a series of tasks you repeat for every customer or prospect? Why not automate them? You can create a campaign just for your tasks so that you can manage a regimented workflow to keep you on track. Here's a video on Building a Regular Campaign.

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