Tasks Tab

The latest addition to Open Lead is the Tasks Tab. We wanted to create one central location where all of a users tasks are quickly and easily viewed.

The Task Tab consists of two elements, the Calendar and the Tasks List. As you open the Tasks Tab, your default view is all Tasks scheduled for today. On the calendar, today’s date is outlined in red for easy visual identification. Dates with tasks scheduled are displayed in bold.

You may move forward and backward in the calendar and click on any day to view the Tasks, both active and completed for that day. You may also select a date range within the calendar by clicking on the beginning date, and then Shift+Click on the end date. Your Task List is then updated for the selected date range.

Your Task List consists of columns showing the User Assignment, Task Name, Lead that the Task is associated with, and both the Scheduled Date and the Completed Date. You may use the search box to find specific tasks by name, lead name, etc. that are displayed in those columns.

To complete any of the Tasks, simply click on the Task Name or the Lead Name, to be taken to the Lead Detail screen, where you may complete the task, edit it or add additional tasks for that lead.

Toggle between your scheduled tasks and all of your tasks by clicking on the “All Tasks” link in the top. This is useful to see all of your tasks “at-a-glance.”

Two new features on the Task Tab are the “Suscribe to iCalendar Feed” and “View in 30 Boxes” options.

Your Open Leads Task list is now available as an iCal feed. Clicking on this link will open your default iCalendar-compatible application, such as Microsoft Outlook and Apple iCal, and you can then subscribe to your Open Leads Tasks, and display them on your default calendar. The iCalendar feed only shows Active (uncompleted) tasks and only goes back 30 days. You should use your Tasks Tab inside Open Leads if you need to explore a longer range.

For those who prefer a web-based solution, clicking on the “View in 30 Boxes” will cause your iCalendar feed to be displayed in a 30Boxes.com read-only calendar – offering a quick view in a full-calendar mode.

** NOTE: Both the iCal and 30 Boxes features are for individually assigned tasks. Account Administrators, by default, have “All Users” as their initial screen, so that they may see all of the leads for their entire account. Admins should switch to the view for their User Account (switch users in the dropdown to the right of the calandar) to subscribe to their iCal feed, or to view their Tasks in 30 Boxes. The links for these features appear in the blue header bar on the Tasks List.

Stay tuned, as will be adding additional features and functions to the Task Tab in the near future.

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