Tasks can be used to remind your team and yourself when something needs to be done. It could be a follow-up call, sending an infographic, or preparing a sales pitch.

ARTICLE NAVIGATION

Freshworks CRM offers the following options to add tasks:

Activities Dashboard

  1. Go to Activities Dashboard

  2. Click the Add task button.

  3. In the Add task overlay give a suitable title for the task. This is a mandatory field.

  4. Describe the purpose of the task in the description to help other users understand the task better.

  5. Using the date picker, choose the date and time for task completion. Your current date and time is displayed by default. The time can be chosen in hours and in intervals of 30 minutes. 

  6. The owner is by default the user creating the task. However, you can always add tasks to other users by choosing a user from the Owner dropdown.

  7. Search for the contact, account or deal you want to associate this task in the Related to search box, and choose from the search results that appear.

  8. Share the task with users by including the names of the users under Collaborator(s). You can have any number of users as collaborators. 

  9. Click Save

My Appointments & Tasks

  1. Go to Activities Dashboard

  2. Click All tasks and appointments

  3. In My Appointments & Tasks page click Add Task

  4. Repeat steps 4-9 from the Activities Dashboard section

Details page of contacts and accounts 

  1. Visit the details page of a contact or account that you’d like to add a task to.

  2. Select Task > Click the Plus icon.

  3. Repeat steps 4-9 from the Activities Dashboard section

After a Phone call

  1. Go to Conversations > Phone > All Phone Calls (You can choose Voicemail to add tasks specifically from voicemails you have received).

  2. Select a call log from an existing contact, click the More actions button and choose Add task.

  3. Repeat steps 4-9 from the Activities Dashboard section

  4. You can also add a task from the phone widget. Select Recent calls and click the More actions icon beside a call log. Select Add task.

Quick Add button

  1. You can add a task by clicking the + Quick Add button on the Quick Actions Bar.

  2. Choose Add Task.

  3. Repeat steps 4-9 from the Activities Dashboard section

You can find all your tasks in:

  1. The Activities Dashboard 

  2. The details page of the related contact or account.

Additionally, a notification email is sent to you when:

Activity

Email is sent to

New task is created

Collaborator

Task is edited (Addition of a collaborator)

New collaborator

Task is updated (Change in due date)

Collaborator


Note: The creator of the task doesn't receive an email invitation or creation or update. Only a reminder mail is sent.