Task management in CrocoClick allows you to organize your actions, track your deadlines, and collaborate effectively with your team. Here is a comprehensive guide to help you take advantage of all the features.

1. Access the Task List view

• Go to Contacts > Tasks from the main menu.

• Explore the enhanced view with filters, sorting options, and bulk actions available at the top of the list.

👉 Ideal for getting a clear view of your upcoming deadlines.

2. Create a New Task

1. Click on + Add Task at the top right.

2. Fill in the following fields:

   • Title: a short description of the task.

   • Description (optional): add more details with rich text (bold, colors, links, etc.).

   • Due date and time: set a specific deadline.

   • Recurring task (optional): enable to create a repeat task with a custom frequency.

   • Contact (optional): associate the task with a specific contact.

   • Assigned to (optional): designate a team member to be responsible.

3. Click Save (to switch to edit mode) or Save and Add Another (to continue creating).

3. Manage Tasks

• Edit a task: click on the title or pencil icon.

• Delete a task: select the task and click Delete.

  • ℹ️ Deleted tasks can be restored for 2 months.

• Bulk actions: select multiple tasks and apply an action (mark as complete, delete, etc.).

4. Advanced Filters

Refine your searches with Advanced Filters:

• Assigned to

• Status: All, Today, Overdue, Upcoming

• Due date

• Custom Fields (if configured)

5. Sort Options

Reorganize your tasks for clarity:

• Due Date

• Title

• Creation date

• Update date

Frequently Asked Questions (FAQ)

Q: How do I schedule a task with a specific date and time from an automation?

A: Use the "Add Task" action in the automation. Switch the Due Date field to Dynamic Mode to enter an exact date and time (e.g., 05-30-2025 3:00 PM) via a custom value or dynamic variable.