Tasks Assigned to Contacts

ConveYour offers a lightweight task management system designed to boost your team's productivity. With this system, you can:

• Assign tasks to team members.

• Set due dates for tasks.

• Search and filter tasks by due date or assignee.

Get Started

To create tasks:

1. Open a contact's profile.

2. Click on Tasks (checkmark icon) in the contact’s profile.

3. Start creating tasks for the contact.

Task Settings

Once a task is created, you can manage it using 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 if it is no longer needed.

Assigning Tasks to Users

Tasks can be assigned to one or more users on your team.

• Select a contact (user) or multiple contacts from your overall list.

• Assign the task to the relevant person(s).

Setting a Due Date

To set a due date for a task:

1. Open the task’s settings.

2. Select the due date.

3. You’ll see the assigned user's avatar(s) displayed alongside the due date.

Task Reminders

ConveYour automatically sends email reminders to all users assigned to a task about 15 minutes before the task is due.

Reviewing Tasks

To view and manage tasks across all contacts and collaborators, go to Contacts > Tasks.

Completed tasks are clearly marked with a strikethrough so you can easily see what’s done. Show/Hide tasks by clicking on the ^ next to your team member's name.

Additional Information

• Assigning Notes to Contacts Profiles

• Track Activity for Groups of Contacts with Boards