Creating Tasks

1. From the activities module.
   
2. From the record details page 
   
3. From contacts or companies list view
   

1. Go to the Activities module.
   
2. Click + Task.
   
3. In the Create task window, do the following:
   
• Choose the Owner from the drop-down list.
  
• Enter the Task Name.
  
• Specify the Due Date.
  
  
4. To repeat the task, do the following:
   
1. Select the Repeat checkbox.
   
2. Choose Every Day, Every Week, Every Month or Every Year from the drop-down list.
   
3. Specify the date till which the task should be repeated.
   
   
5. To add a reminder, do the following:
   
1. Select the Reminder checkbox.
   
2. Choose on due date, a day before due date, 2 days before due date from the drop-down list.
   
3. Specify the time when you would like to be reminded.
   
   
6. Select the contacts/companies/pipeline records with which the task is related to.
   
7. If the task if of high priority, select the Mark as High Priority checkbox. 
   
8. When you are adding a completed task, you can enable the Mark as Completed textbox.
   
9. Click Save.
   
   

Note

1. Reminder is not applicable for a completed task.
   

1. Go to Contacts or Companies module.
   
2. Select the record for whom you would like to add a task.
   
3. In the record details page, click on the Activities tab.
   A list of activities related to the record will be displayed.
4. Click + Task.
   
   
5. Enter the task details and click Save.
   
6. Click Save & New, to save the task and create a new one.
   

1. Go to the Contacts or Companies module.
   
2. Click on the M ore button against the record and click Create a task.
   
   
   
   
   
3. Enter the task details and click Save.
   
4. Click Save & New to save the task and create a new one.
   

1. Go to the Activities module.
   
2. Select the task that you want to mark as completed.
   
3. Click Mark as completed.
   
   
   
   
   

1. Go to the Contacts or Companies module.
   
2. Select a record.
   
3. Click the Activities tab.
   
4. Hover over the task and click More > Mark as completed.
   
   

More actions 

Edit a task

1. In the Activities module hover over the Task that you would like to edit and click the Edit button.
   
   
2. Make the necessary changes and click Save.
   

1. Go to the Activities module.
   
2. Select the Task that you would like to edit.
   
3. In the task details page, click the Edit button.
   
   
4. Make necessary changes and click Save.
   

1. Go to the Contacts or Companies module.
   
2. Select the Record whose task you would like to edit.
   
3. Select the Activities tab. 
   
4. Hover over the task you would like to edit and click  More >  Edit.
   
   
   
   
   
5. Make the necessary changes and click Save.
   

Cloning a task

1. Go to the Activities module.
   
2. Select the Task that you would like to clone.
   
3. Click More > Clone.
   
   
4. In the Create Task window, make changes and click Save.
   

Deleting Tasks

1. From the Activities module.
   
2. From the Task details page
   
3. From the Record details page.
   

1. Go to the Activities module.
   
2. Hover over the task that you want to delete, click More > Delete.
   
   
3. If you want to delete multiple tasks, select those tasks > More > Delete.
   
   
4. The deleted tasks will be moved to the Recycle Bin. You can restore them or completely delete them from Bigin.
   

1. Go to the Contacts or Companies Module.
   
2. Select the Record.
   
3. Click on the Activities tab.
   
4. Hover over the task that you would like to delete, click More > Delete.