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Tasks Page

How to open the Tasks page, create tasks, set and sort by task priority, complete, snooze, or delete tasks, update several tasks at once, and work your list from the Item column.

Written by VipeCloud Support

The Tasks page lists your tasks in one table, where you can create, prioritize, complete, snooze, and reassign them. Each task can belong to a contact, an account, or an opportunity, and the Item column links you straight to it.

How to Open the Tasks Page

  1. Click CRM in the left sidebar.

  2. Click Task List.

The table shows the view selected in the tabs above it. Today's Tasks shows every open task that is due today or overdue, and My Open Tasks shows every open task you own, whatever its due date.

How to Create a Task

  1. On the Tasks page, click Create.

  2. Fill in the task's fields, including its due date and the contact, account, or opportunity it belongs to.

  3. Click Create.

You can also create tasks from a contact record. See CRM 101.

How to Set a Task Priority

Priority ranks your tasks so you can work the most urgent ones first. You set it while creating a task or editing one.

  1. On the Tasks page, click the task's name to open it.

  2. Choose a value from the Priority dropdown at the bottom of the window.

  3. Click Save.

How to Sort Tasks by Priority

  1. On the Tasks page, click Columns.

  2. Search for Priority and add it to your columns.

  3. Drag the Priority column to where you want it in the table.

  4. Set the sort column to Priority and choose a direction.

  5. Click OK.

How to Complete, Snooze, or Delete a Task

  1. On the Tasks page, hover over the task's row to show its buttons.

  2. Click the button for what you want to do:

  • Mark Complete - marks the task done and removes it from your open task views.

  • Snooze - moves the due date later by 1, 3, 5, 7, or 30 days, counted from the task's current due date.

  • More, then Mark Complete & Follow Up - marks the task done and opens a new task so you can schedule the next step.

  • More, then Delete - deletes the task.

To change anything else, such as the due date, details, or the item it belongs to, click the task's name to open it. For more on follow-ups, see Log Your Activities And Create Follow Ups.

On a task's record page or pop-up, you can also double-click the subject, details, due date, or a custom field value to edit it in place. Press Enter or click away to save, or press Escape to cancel.

How to Update Several Tasks at Once

  1. On the Tasks page, check the box to the left of each task you want to update.

  2. To select every task in the current view, check the box in the table header, then click Select all [number] items available in the bar above the table.

  3. Click the caret next to the header checkbox.

  4. Choose an action:

  • Change Owner - reassigns the tasks to another user in your account.

  • Mark Complete - marks the tasks done.

  • Snooze - moves each task's due date later by the number of days you pick.

  • Delete - deletes the tasks.

How to Work Your Task List From the Item Column

The Item column shows what each task belongs to. An icon next to the name tells you whether it is a contact, an account, or an opportunity, and a task can belong to more than one.

  1. On the Tasks page, find the task in the table.

  2. In the Item column, click the button for what you want to do:

  • The item's name - opens the full record.

  • Quick View - opens the contact record on top of the Tasks page, with its details and Activity, so you can email, text, or call without leaving the page.

  • Edit - opens the contact for editing.

  • Email - starts an email to the contact.

  • Text - starts a text to the contact. This shows only when texting is turned on for your account.

Key Notes

  • Snooze counts from the task's current due date, not from today. Snoozing an overdue task by 1 day can leave it overdue.

  • The Rows button sets how many tasks show per page: 10, 50, 100, or 200. Fewer rows load faster.

  • Views, columns, filters, and export work the same way on the Tasks page as on other CRM tables. Add a column before you export if you want its data in the file.

Video Walkthrough

Use the timestamps below to jump to specific sections:

  • 0:32 - Open the Tasks page

  • 1:00 - Search your tasks

  • 1:44 - Create a task

  • 2:23 - Choose a view

  • 4:39 - Change how many rows show

  • 5:09 - Change columns and sorting

  • 6:44 - Filter your tasks

  • 7:02 - Export your tasks

  • 7:22 - Update several tasks at once

  • 8:04 - Complete, snooze, or delete a task

  • 8:37 - Edit a task

  • 9:01 - Work your task list from the Item column

  • 11:30 - The Priority column

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