Help / Contacts / Contacts - Tasks Assigned to Contacts

Contacts - Task Management

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!
Creating Tasks in a Contact profile

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
task-menu

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...

set-due-date

and see the avatar of the person, or persons assigned to the task along with the due date:

one-person-assigned

when more than one contact is assigned:

two-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..

task-list

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