View & Create CRM Tasks

Tasks in White Cup CRM are action items, or future to-do items, that can be created and managed on individual records, like Accounts, Contacts, Opportunities, and other records.  Creating tasks can help keep track of things to send to a customer (like new price lists), as well as help communicate internally when action is needed by someone else (by assigning a task to another user).

Viewing Tasks

Creating Tasks

Import Tasks

Export Tasks

Viewing Tasks

From the Tools menu across the top of the screen, click Tasks.

Or click the Count in the housekeeping widget My Actions.

• The My Tasks form displays all tasks assigned to you or your group.

As with all White Cup CRM list views, you can sort as well as add and remove columns to create the best view for you.

Clicking on an item's hyperlink in the Subject column opens the Task Details form. You can add your comments and mark the Task complete.

Clicking on a name in the Assigned To column opens the dashboard of the person who was assigned the task.

In the Action column, clicking All Actions displays all users’ tasks that you have permission to see.

Creating Tasks

The best practice is to create a Task from the relevant Account or Contact record.

1. With the Account or other record open, click the Tasks tab (or other actions as needed).  The Task form displays.

Note: Additional fields (like Task Type above) can be added below the standard fields using Form Editor.

2. Complete the form then click Create to save the Task to the system.
3. The task or other logged activity will be displayed in the Action History pane of the related records (toggle on Relationships to see additional activities that are related but not directly logged on this record).

Import Tasks

The Tasks screen allows you to import tasks using a .csv file directly into White Cup CRM. It is recommended that you perform an Export to save locally prior to importing. This provides you with the correct template. To import tasks using a .csv file:

1. Within the Tasks screen, select Import Tasks under the Actions menu.
2. The Import Tasks from Template screen appears.
3. Select Browse and choose the .csv file you wish to upload.
4. Continue the steps as listed in the Import Records article.

Export Tasks

The Tasks screen allows you to run an export of tasks in White Cup CRM to a destination of your choice. To export tasks:

1. Within the Tasks screen, select Export Tasks under the Actions menu.
2. The Export Tasks screen appears.
3. Continue the steps as listed in the Export Records article.