Please note this article only applies if you are subscribed to Salestracker’s CRM functionality, as the process described in this article cannot be followed if you are subscribed to the data-only version of Salestracker.

There are two types of tasks:

• Record tasks – these tasks are tied directly to records in Salestracker and can feature information from that record.
• Generic tasks – these tasks are not associated with any Salestracker records and are “standalone”.

You can read about both below.

Creating Record Tasks

Tasks can be tied to records. First, find a record where you want to create a new task and bring it up on screen.

Once you have the record in front of you, create a task by clicking the “Create new task” button. This button can be found in two places on the record:

• On the “Business” tab, in the middle column.
• On the “Tasks” tab, in the top left.

Clicking this button will bring up a pop-up window:

What follows in an explanation of each part:

• Description – some brief details pertaining to the task to be undertaken.
• Date/Time – what the target date/time this task is due by (the deadline).
• End time/date – checking this will reveal a second Date/Time section as above allowing you to set the end date/time for a task which would span multiple days, or shorter time periods that a full day.
• Send assignee email notification of task – ticking this box will automatically send the user the task is assigned to an email informing them some details of the task you have created.
• Send assignee date/time email reminder – ticking this box will prompt Salestracker to send an email to the user the task is assigned to shortly before its deadline.
• Email me when task is 24 hours overdue – ticking this box will prompt Salestracker to email you when/if the task becomes 24 hours overdue past its deadline.
• Email me when task is completed – ticking this box will prompt Salestracker to email you if/when the task is completed OR deleted.
• Assign to – who the task is for. It might be another user on your subscription, yourself, or all users on your subscription.
• Include Relevant Contacts – ticking this box will link the task with contacts for the record that you feel are relevant to the task. Please note: this section won’t be present when creating a “generic” task since there are no contacts for a task that is not linked to a record.

You can set which of the tickboxes are ticked by default under preferences – find out how in this article.

Once you are happy with the task, click “Create” to save the task.

Most of the email reminders will contain links to the record the task is assigned to. Presuming the user is already signed into Salestracker, these links will allow the user to jump straight to the record the task is assigned to.

Once created, the task will appear in the Task Manager as well as on the record itself.

Creating Generic Tasks

You can create “general” tasks that are not associated with any particular record on the system. Go to “Tasks” on the main navigation.

On the right near the top, there is a button labelled “Create new task“.

Clicking this will bring up a pop-up menu where you can create your new task. Please refer to “Creating Record Tasks” above for further details as the process is identical, albeit with no options to include contacts.