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Tasks Overview

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Tasks can be created in 2 ways.

The first way is inside the Tasks Interface.

The Tasks Interface lists of all of your open Tasks, both those you’ve assigned to others and those assigned to you, in three separate columns: those that are Overdue, those due Today, and those do Later:

Note that if you would like to just see Tasks assigned to you, you can select the green MyTasks tag button at the top of the interface. If you would like to see previously completed Tasks (that are no longer open), you can select the Completed tag at the top of the interface.

Start by clicking the Add button at the top of the interface.  After clicking Add, a pop-up window will appear.

You’ll now be able to fill out the basic information for this Task, including its Title and a brief Description.

You might want to select a Category for the Task: Meeting, Phone Call, Email, Report or Other.

You’ll then want to select a Due Date for the Task. You’ll also be able to select whether it should repeat or not.

Next, you can set its Priority: Very High, High, Moderate, Low or Very Low. The Task Progress will be left at 0% for now, because the Task is just being created.  The Progress can be updated as the Task is worked on.

You can then Assign the Task to a Team member. NOTE: Tasks you create are automatically assigned to you by default, unless you choose to assign them to someone else.

You may then also Link the Task to the appropriate record–either a Lead, Contact or Ally.  (You can also choose not to Link it to any other record and keep it Independent.)

Finally, you can click the green Sync to Calendar button and this Task will appear on its Due Date in the assignee’s Google or Microsoft calendar if that user has integrated their Google or Microsoft account with LoTops. So, if you’ve assigned the Task to yourself, the Task will appear on your calendar. If you’ve assigned it to another person, it will appear on their calendar.

The second way to create a Task is to select the Task Tab inside the Leads, Contacts, or Allies interfaces.  You’ll then click the Add button toward the bottom. Your new Task will automatically Link to the record inside which it was created.

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