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Articles on:Task
Explore how tasks help you stay on top of follow-ups, reminders, and to-dos automatically generated by your CRM.

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  • How to view all my tasks?
    How to view all my tasks? By going to 'Tasks', you'll see everything: late tasks tasks that don't have a date tasks that have a dateFew readers
  • What filters can I use in the task section?
    What filters can I use in the task section? You can filter tasks by status, tags, list, owner, connection, emails, tracking, campaign, and custom attributes. (Few readers
  • How to complete a task?
    You need to click on the empty circle to complete a task, it will then go the Task done section. (https://downloads.intercomcdn.com/i/o/x0ovont3/1572406502/aabc202ee9420421f490e5c1ce9d/image.png?expires=17Few readers
  • How can I select leads and add a due date when creating a task?
    How can I select leads and add a due date when creating a task? Click the Add Task button , and a task window will pop up. At the bottom of the window, you’ll find options to set a due date (https://downloads.intercFew readers
  • Are tasks linked to a message?
    When you create a task from the Email or LinkedIn inbox, it will be linked to the last conversation with the lead so in 1 click you'll be taken back to the conversation to follow up.Few readers
  • When creating a task, can I add or assign it to someone?
    When creating a task, can I add or assign it to someone? Yes, you can. When you click Add Task , you’ll see an Add Assignee (https://downloads.intercomcdn.com/i/o/x0ovont3/1572414528/d62117198c5e383c255Few readers
  • Can I view or find my team’s tasks?
    Can I view or find my team’s tasks? Yes, both All Tasks and Task Done can be filtered by team member. Just use the filter option in the Tasks section, then navigate to the team member dropdown next to the “Add Task” button to view tasks assigned to a specific teammate. (https://downloads.intercomcdn.com/i/o/x0ovont3/1572402878/407fd3892491e671e760c20b4177/image.png?expires=1760724000&signature=90df2640a5e477a5d36a98a28f557c9238922dfc917150a80553d7e788e5a373&req=dSUgFM1%2Bn4lYUfFew readers
  • How to create Tasks (Reminders)
    Tasks & Notes in Breakcold: What to Remember You can assign tasks or notes to yourself or your team. Notifications come via email and inside Breakcold. 💡 Sales-tip 1: Save time by creating tasks/notes directly using our Chrome extension on LinkedIn and other platforms. 💡 Sales-tip 2: Write notes between conversations inside the Email & LinkedIn inbox. How to Create a Task or Reminder Option 1: Inside Breakcold Click the task button anywhere in the CRM. Set a due dateFew readers
  • How to Create recurring tasks or tasks with a due date (reminder)
    How to Create recurring tasks or tasks with a due date (reminder) You can create recurring tasks, like weekly follow-ups, and assign them to multiple team members. (https://downloads.intercomcdn.com/i/Few readers
  • Can I filter by my tasks, all tasks, or completed tasks?
    Can I filter by my tasks, all tasks, or completed tasks? Yes, in Breakcold you can filter tasks by "My Tasks," "All Tasks," and "Completed Tasks." Just head to the Tasks section, and you'll find filtering options at the top to easily switch between different task views. (https://downloads.intercomcdn.com/i/o/x0ovont3/1572396482/eb6dd4fbb44f149d05a62b4f34c3/Task+filter.gif?expires=1760625900&signature=df3044a9c30d5a831083a9974c3b830b3a4d8efa2140b46ae06a588c754add93&req=dSUgFMp3mFew readers

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