Pipeline Deal Cards and Task Management

Learn how to quickly and easily manage Tasks on Pipeline Deal Cards.

How to Create a Task on a Pipeline Deal Card

Step 1

Open a Pipeline Deal Card.

Step 2

There are two ways to create a Task on a Pipeline Deal Card:

1. Click the "More" menu at the top right, and click to select "New Task." You will see a pop-up menu will appear called "Create task."

2. Click the deal card "Deal Activity" tab, sort by "Tasks," and click "New Task."

*Note: This will create a task for all contacts associated with the Pipeline Deal Card. You must click the "X" on the right of any Contacts to remove them from the task.

Step 3

Type in a Task Description to help you recognize what you need to do about this Task.

Step 4

Add the Date by clicking on the corresponding day, month, and year or when you want the Recurring Task to begin.

Step 5

Add the Time of day you want the Task to trigger on the specified date.

Step 6

Click the "Time Zone" dropdown menu if you need to adjust the Time Zone, then click on the "New Time Zone" choice, or move directly to Duration if you do not need to adjust the Time Zone.

Step 7

Skip this step if it is NOT a task that lasts the entire day. If it is an All Day Task, click the box to indicate this Task lasts "All Day."

Step 8

Click the blue "Create button to save the Task to the Pipeline Deal Card name, or click Cancel to abandon Task Creation.

How to Edit, Complete, or Delete a Task on a Pipeline Deal Card

Step 1

Click the "Deal History" tab on the Pipeline Deal Card, then sort by Task to locate the task you want to update.

Step 2

Click on the "three dots" on the far right of the task that you want to Edit, Complete, or Delete.

Step 3

Click on one of the three actions you want to take on the Task.

Edit

• Click "Edit" to update the pending Task.

  • Make the updates you need, click the blue "Update" button to save the changes, or click "Cancel" to abandon the update.

Complete

• Click "Complete" to mark the Task Complete within the System.

  • A "Complete Task" pop-up will open.

  • Add any notes you want to keep concerning the Task you are completing.

  • Click on the blue "Complete" button to mark the Task closed, or click "Cancel" to abandon completing the Task.

Delete

• There are two ways to delete a task: through the edit function or by clicking "delete" to remove the task from the Pipeline Deal Card name entirely.

  • Click the "Delete" option.

    • A pop-up will appear for "Archive Task."

    • Click the blue "Confirm" button to remove the Task from the Pipeline Deal Card permanently. Support cannot recover a deleted task.

  • Click the "Edit" option;

    • Click on the red "Delete Task" trashcan icon.

    • Click on the red "Yes, Delete" to confirm you want to remove the Task from the Pipeline Deal Card name or click "Cancel" to abandon removing the Task.