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    Adding Tasks to Task Lists
    • 16 Jan 2025
    • 1 Minuto para leer
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    Contenido

    Adding Tasks to Task Lists

    • Actualizado en 16 Jan 2025
    • 1 Minuto para leer
    • Oscuro
      Ligero
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    Resumen del artículo

    Once you've created your task list, you can start adding tasks to the list.

    You can't add existing standalone tasks to task lists.

    1. Log in to dashboard.nexudus.com if you aren't already.

    2. Click CRM > Task lists.
    3. Click on the task list you want to edit.
    4. Click on Add Task.
    5. Name your Task.
    6. Select an admin to be Responsible for the task.
    Adding this task list to a CRM stage?

    Task lists are triggered by opportunities reaching the CRM stages they’re added to. This also automatically overrides and transfers responsibility for completing the tasks to the admins responsible for the opportunities.

    1. Add a whole number in the Due after field to define after how many hours the task becomes due.
    2. Toggle on Notify responsible by email to remind the admin responsible when the task is due.

    3. Click the Save Changes button.

    All set! You've added a new task to your task list. Repeat the process for every other task you want to add to the list.

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