Task Management in Concours Pro

Contents

• Introduction
• Accessing the Task List
• Creating a New Task
• Managing Tasks
• Using Advanced Filters
• Sorting Tasks

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Introduction

Concours Pro’s task management tools make it simple to organise and track tasks for your business. With flexible filtering, custom views, and an easy-to-use interface, you can stay on top of everything without breaking a sweat.

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Accessing the Task List

To get started:

1. Head to Contacts > Tasks in the main menu.
2. You’ll see a clear view with options to filter, sort, or handle multiple tasks at once, all right at the top.

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Creating a New Task

From the Task page

To add a task from the task page:

1. Click Add Task in the top-right corner.
2. Fill in these details:
   • Title: Give a short summary of the task.
   • Description (optional): Add extra notes if needed.
   • Due Date and Time: Set when it needs to be done.
   • Recurring Task (optional): Switch on to make it repeat on a schedule you choose.
   • Contact (optional): Link the task to a specific customer.
   • Assignee (optional): Assign it to a team member.
3. Hit Save to finish or Save and Add Another to keep creating more tasks.

From the Contact’s record

To add a task from an individual contacts record:

• Go to Contacts
• Click on the desired contact
• Click the square Tick Icon at the top of the right column
• Click the blue +Add Button.
• Fill in these details:
  • Title: Give a short summary of the task.
  • Description (optional): Add extra notes if needed.
  • Due Date and Time: Set when it needs to be done.
  • Recurring Task (optional): Switch on to make it repeat on a schedule you choose.
  • Contact (optional): Link the task to a specific customer.
  • Assignee (optional): Assign it to a team member.
• Hit Save to finish.

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Managing Tasks

Keep your tasks in check with these options:

• Edit Details: Click the pencil icon in the Actions column or the task’s title to tweak its details.
• Delete Tasks: Select a task and click Delete. You can restore deleted tasks within 60 days.
• Bulk Actions: Pick multiple tasks and mark them as done or delete them in one go.

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Using Advanced Filters

Narrow down your task list by clicking Advanced Filters. You can filter by:

• Assignee
• Status (All, Due Today, Overdue, Upcoming)
• Due Date
• Custom fields (if you’ve set them up)

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Sorting Tasks

Click Sort to arrange tasks by:

• Due Date
• Title
• Created At
• Updated At