We’ve released tons of improvements to the tasks feature and also included them in smart views.
Task & Calendar Changes
- We’ve got a whole new look and feel to the task flow – from the task list and it’s details to adding a task and completing it.
- You can now exclude completed and cancelled tasks from the view to focus only on what’s pending.
- See tasks for the current day, week or month in one place – the screen retains your choices for the next time you return.
- Get lead information directly from the task details screen and mark tasks complete from here.
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- Tasks can now be differentiated by their color when creating tasks or viewing them on the calendar.
- All tasks now have an end date/time field to denote when they’re due.
- Custom fields added to tasks are now supported.
- See leads available upfront or search for them when associating them to tasks.
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Tasks Tabs in Smart Views
Tasks tabs are now visible in smart views on both online and offline modes.