How to Create Tasks in your CRM

How to Create Tasks in your CRM

What you can do: Create Tasks

In Pulse360, you can attach tasks to your notes that will create tasks within your connected CRM.

Check here how to connect CRM: How to Connect Your CRM

To assign tasks to your team members, you need to configure Pulse360 and link them to your CRM users. Check here how to do that: How to Configure Users

How: Create Tasks 

Add Task when Creating a New Note

When adding a new note, click the “Create Task” tab and fill in the info. You can set the start date for your task based on its creation date or on the event date. By adding a negative number, you can have a task that starts before the event begins.

! Task categories are pulled directly from your CRM.



If you hit the “Add to Library” button, the note this task is attached to will be saved in your Notes Library, along with the task attached and any other additions. It will also be added to the current contact. 

Add Task to Existing Notes

You can also add a task to a note in the Workspace area by hovering over the note and clicking the "Add a task" icon. Repeat the step above. 



Add Task to Note Templates

You can add a task to an existing note template by pressing the blue pencil icon (edit) on the left and adding a task. The steps are the same as above. 




Tips 

  1. In order to use the task feature, you must have connected your CRM with Pulse360. 
  2. Some task options may vary depending on your CRM.
  3. To assign a task to your team member, please configure users.
  4. Task is created in your CRM in 3 min.
  5. You can change the status of the task in your CRM or Pulse360, and it will reflect on both.
  6. How to Delete Task

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