How to get the best of ‘My Tasks’ – Glue Up

My Tasks

In the My Tasks module, you can see all tasks from Contacts, Events, Members, Memberships, and Opportunities. You can assign tasks to your team members across all the modules. The number of incomplete tasks assigned to you will be shown next to the module in a red circle.

You can:

Filter by Categories: Filter by a category, due date, date created, priority, type, status, assigned,e or click Tasks to view the list assigned to you, is created by you, or all tasks.
Search tasks.
Check the Priority Indicator.
Complete tasks by simply clicking on the circle.
Export task fields to an external Excel file.

You can also click on the task row to view the Task Overview to quickly check related information such as task name, assignee, the person who created it, date created, due date, category, type, and priority. Click on the pencil icon to edit the task, click on the check icon to complete it, or click on the trash can icon to delete the task.

Add a task

You can add tasks directly from the My Task page or by going to any of the contacts, companies, members, memberships, or opportunities and clicking the +Add Task button at the top right corner of the page.

When adding the task, you can write the task name, select task type, priority level, assignee, due date, and time. Additionally, you can write details in the text box using a rich text editor, and upload any related attachments.

You can decide to notify the assignee when adding a task if you click the “Send an email notification to the assigned person”. Please note that when you add a task to yourself, the notification email will not be sent.

View tasks across the modules

After you add a task to any of the contacts, companies, members, memberships, or opportunities, you can see the related tasks from the left side widget.