Tasks
How to Create or Update (Add & Edit) Task Layout
This article covers the steps for creating a Task, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Task. What is a task in Kylas CRM? Table of ...
How to Use Smart lists on Tasks?
What is a task in Kylas CRM? Table of Contents Introduction What are Smartlists? Prerequisites Step-by-Step Guide to Using Smartlists on Tasks 4.1 Accessing Smartlists 4.2 Creating a New Smartlist 4.3 Setting Filters and Conditions 4.4 Saving and ...
How to Enter Custom Time Interval for Task
This article covers the steps to be followed for editing/updating details of a Task related to time change in interval. Prerequisites Permissions: Any user with permission to Create/Update permission on a Task. Product Plans: Embark/Elevate ...
How to Reschedule Task
You can create tasks and schedule reminders for your sales users to perform any activity. Prerequisites Step By Step Process Prerequisites Permissions: Any user with update permission on Task and special permission of task on required entity. Product ...
How to cancel the task
Prerequisites Permissions: Any user with a permission to Create/Update the Task Product Plans: Embark/Elevate Activities to be Completed: None Step By Step Process 1.) Select Kylas Sales option shown in the topmost corner and click on the task shown ...
How to Filter Tasks based on specific conditions?
Users can use the filter icon in the Tasks Listing page to view Tasks that fall under a specific condition. For example, if a user wants to view a list of tasks that have to be completed within a specified date; then a filter based on the condition; ...
How to Share Tasks with other users/teams?
In Kylas CRM, there is a provision for users/teams to collaborate on sales activities like calls, in-person meetings, etc by adopting the Share Tasks feature. The owner of a task can share the same with a user or a team present in Kylas CRM. This ...
How to Update Task Details?
The information pertaining to a task such as priority, status, the outcome is prone to change over time, after the creation of the Task. Users can update the task details using the Edit Tasks feature. This article covers the steps to be followed for ...
How to create a Task in Kylas CRM?
This article covers the steps for creating a Task, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Task. What is a task in Kylas CRM? ...