Tasks
Follow-ups, views and tasks linked to records.
- Can You Have Multiple Views & Display for TasksCreate separate saved views for Tasks, apply filters, group by any field, and sort your way.
- How to Complete TasksMark tasks as done directly from the task list or from inside a task — in one click.
- What are Tasks Linked To a ResourceTasks linked to a resource are tasked linked to an email, linkedin, telegram, whatsapp conversation and in some scenarios linked to a note or a file.