Tasks Assigned to Contacts
ConveYour has a light-weight task management system to help you and your team be super productive.
Assign team members to tasks
Set due dates
Search and filter by due date or assignee
Get Started
Open a contact's profile
Click on "tasks" from the contact's profile by clicking on the checkmark icon
start creating some tasks!
Task Settings
Once you have created a task, click on the task context menu. From the dropdown you can...
Set a due date for the task
Assign the task to your teammates (other users)
Remove the task
Assign to Users
Select a contact (user) or several from your list for whom this task applies. "User" refers to a person on your team - from your overall list of "contacts". You can assign this task to more than one "user".
Set a Due Date
Set the due date...
and see the avatar of the person, or persons assigned to the task along with the due date:
when more than one contact is assigned:
Task Reminders
Email reminders will be sent to all users assigned to a task about 15 minutes before it is due.
Reviewing Tasks
You can review tasks across all contacts and collaborators. From Contacts > select Tasks.
Completed tasks are "crossed out" so you know they are done!
Show/Hide tasks by clicking on the ^ next to your team member's name.
Additional Information