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Overview of the task list

Ensure all your manual activities are managed effectively, carried out accurately and keep your whole team organised

Open and filter the task list

1. Click "Tasks"

Zigaflow Dashboard with the Tasks link highlighted in the top navigation bar, above the Recently Created Quotations list

2. Filter list by "Task Type"

N.B. This is a great way to create productivity blocks of time!

Task list Types filter dropdown open with Sales Follow Up highlighted, showing overdue follow up on quote tasks

Open a task

3. Click here to open the task

Tasks list with the first "Follow up on quote" task highlighted, showing where to click to open the task

4. Task Panel

Edit Task panel showing an overdue banner, Details tab fields, Notes section and activity timeline with Save and Complete buttons

View linked records

5. Click here to access the client record

Task list table with a purple circle highlighting the client name in the Client column of the first row to open the client record

6. Client Record

Edit Client panel open over the task list, showing client details fields, Save Changes button and Contacts tab

7. Click here to access the contact record

Task list table with a contact name in the Contact column of the first row highlighted to open the contact record

8. Contact Record

Edit Contact panel open over the task list, showing contact fields, Save Changes button and tabs with Addresses selected

9. Click here to open the record the task is linked to

Task list with the Q1133-1 link highlighted in the Source Reference column, which opens the linked quotation record

10. The Related Quotation

Quotation Q1133-1 screen marked Editing is Locked, showing client details and a timeline of notes, status changes and emails

Manage tasks from a record

11. Click "Tasks Tab"

Quote record tab bar with the Tasks (0✓|1✗) tab highlighted, next to Internal Comments and Links tabs

12. And you can also view, edit and complete the task

Quotation screen with the Tasks tab highlighted, showing a task list with due date, type, contact and a complete tick icon

Track tasks in pipeline views

13. View progress of related tasks in your pipeline views

Quotes pipeline view with a quote card in the Sent column, highlighting the Tasks section showing a completed task
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