Tasks V2 is a major update to help you manage your tasks more efficiently. With new features like recurring tasks, multiple contacts, and a clear, intuitive interface, it’s designed to keep you and your team on track.
What’s New:
- Recurring Tasks: Set tasks to repeat on your schedule, making routine follow-ups automatic.
- Link to Opportunities: Connect tasks to deals for better tracking.
- Multiple Contacts: Attach several contacts to a single task.
- List & Board Views: View tasks in a simple list or a visual board.
- Today’s Progress Ring: See your progress instantly as you complete tasks.
- Organized Sections: Tasks group into Overdue, Today, This Week, and Upcoming.
- See More Without Tapping: View linked contacts and opportunities on task cards.
- Fresh Experience: A cleaner interface for easier task management.
Why it matters:
These updates streamline your workflow, saving you time and reducing the chance of missing important tasks. You can now focus on what matters most without unnecessary steps.
How it works:
Open the Tasks tab, create tasks with details, and use the new features to organize your work. Switch between views and track your progress effortlessly.