Manage Tasks for Users

1. Feature Overview

From the list of Appointment and To-do tasks configured by Admins, Sales Users can add relevant tasks directly to leads and opportunities. You can add tasks from several pages in LeadSquared, including the Manage Leads, Opportunity Details, Tasks, and Activities pages.
After users add the tasks, they work toward resolving them. This helps teams stay organised, prioritise work, and close tasks faster.

2. Prerequisite

Only LeadSquared users can create and update tasks.

3. How it Works

Users can add tasks to leads and opportunities from multiple pages, including Lead Details, Opportunity Details, Manage Leads, Manage Opportunities, Tasks, and Smart Views. After adding a task, users can track, update, and manage it from the Tasks tab on those pages, or the Tasks page, using individual or bulk actions as needed. Once users complete the task, they mark it as complete from any page where it appears, ensuring consistent follow-up and timely execution.

4. Add Tasks to Leads

For Leads, users can add a task from the Lead Details page and the Manage Leads page. You can also add tasks to opportunities from these pages –

4.1 Manage Leads Page

1. Navigate to Lead Management>Leads.
2. Alongside the lead to which you want to add the task, click the three-dots menu.
3. On the Add Task form, select the Task Type, and enter the task details.
4. Once you’re done, click Save & Close.

4.2 Lead Details Page

1. Navigate to Lead Management>Leads, and open the lead to which you want to add the task.
2. On the Lead Details page, click the Tasks icon and on the Tasks tab, enter the task details.
3. Once you’re done, click Save & Close.

To add the task to an opportunity, use the Associated Opportunity option.

Tasks added to opportunities from the Lead Details page are denoted by the  symbol.

5. Add Tasks to Opportunities

For opportunities, users can add a task from the Opportunity Details page and the Manage Opportunities page. You can also add tasks to leads from these pages.

5.1 Manage Opportunities Page

1. Navigate to Lead Management>Opportunities.
2. Alongside the opportunity to which you want to add the task, click the three-dots menu.
3. On the Add Task form, select the Task Type, and enter the task details.
4. Once you’re done, click Save & Close.

5.2 Opportunity Details Page

1. Navigate to Lead Management>Opportunities, and open the opportunity to which you want to add the task.
2. On the Opportunity Details page, click the Tasks icon and on the Tasks tab, enter the task details.
3. Once you’re done, click Save & Close.

6. Tasks Page

Users can add tasks to leads and opportunities directly from the Tasks page. You can also perform actions such as Mark Open or Delete on individual tasks and bulk tasks from this page. To access this page, navigate to Lead Management>Tasks.

6.1 Add Tasks

1. On the Tasks page, click Add Tasks.
2. From the Task Type dropdown, select a relevant task.
3. Enter the mandatory task details, and associate it with the relevant lead.
   • You can also associate it with an opportunity.
4. Once you’re done, click Save & Close.

6.2 Individual Task Actions

You can perform the following actions on an individual ticket –

• Mark Open – Re-opens a completed task.
• Delete Recurrence – Deletes future occurrences of a recurring task.
• Cancel – Cancels an upcoming task.

6.3 Bulk Actions

You can perform the following bulk actions on multiple tickets –

• Mark Complete – Mark multiple tasks as complete at once.
• Mark Open – Reopen multiple closed tasks at once.
• Delete – Delete multiple tasks at once.
• Cancel – Cancel multiple upcoming tasks at once.
• Change Task Owner – Update the task owner for multiple tasks.

7. Smart Views

Users can add tasks to leads and opportunities directly from any Smart Views page.

1. Navigate to Lead Management>Smart Views.
2. Alongside the lead or opportunity to which you want to add the task, hover over the three-dots menu and click Add Task.
3. Enter the relevant details on the Add Task form, and once you’re done, click Save & Close.

8. Create a Recurring Task

A recurring task is a task type that is scheduled to occur automatically at regular intervals. For example, a monthly follow-up call with an active customer. You can configure this task type from the Leads, Opportunities, Tasks, or Smart Views pages.

1. On the Add Task form, alongside the Schedule, click Make Recurring, and configure the following settings –
   • Range of Recurrence – Select the start and end period during which the task repeats.
   • Appointment Time – Select the start and end time during which the task repeats.
   • Recurring Pattern –
     • Preferred Period – Select whether the task repeats Daily or Weekly.
     • Repeat –
       • If you select Daily, choose whether the task repeats every N days, such as every 3 days, or every weekday.
       • If you select Weekly, choose whether the task repeats every N weeks, such as every 2 weeks, and select the day of the week  in which it occurs. You can choose more than one day of the week.
2. Once you’re done, click Save, and continue setting up the task.

9. View Tasks

You can view existing tasks on the following pages –

9.1 Lead Details Page

On the Lead Details Page, view all the tasks tagged to the lead under the Tasks tab.

9.2 Opportunity Details Page

On the Opportunity Details page, view all the tasks tagged to this opportunity under the Tasks tab.

9.3 Tasks Page

All the tasks created on your account are visible on the Tasks page.

On this page, you can toggle between the List View and Calendar View.

10. Complete Tasks

Once you finish a task, you can mark it as complete from any page where the task is visible.

11. Related Articles

• If you’re a Sales user looking to customise this page, refer to Customise the Tasks Page.
• To export tasks, refer to Export Tasks out of LeadSquared.
• If you’re an Admin user looking to automate creating tasks, refer to LeadSquared Automations.

Any Questions?

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