{"Status":true,"Message":"","Response":{"post":{"postuid":"qzgpqyvsyd","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"239698c5-f7eb-4574-8cc8-c6568f08b3a0","title":"Tasks","slug":"article/qzgpqyvsyd-tasks","html":"\u003Cp\u003EUse DailyStory Tasks to assign and track follow-ups on calls, emails or other activities.\u003C/p\u003E\u003Cp\u003EA Task is helpful reminder for work or actions that require someone on your team to follow-up on. Tasks can be assigned by you to people on your team, or you can create new Tasks assigned to yourself.\u003C/p\u003E\u003Cp\u003EThis guide provides a list of resources to help you get started with Tasks.\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Ca href=\u0022https://docs.dailystory.com/article/qzgpqyvsyd-tasks#create-a-task\u0022\u003ECreate a Task\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca href=\u0022https://docs.dailystory.com/article/qzgpqyvsyd-tasks#edit-a-task\u0022\u003EEdit a Task\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca href=\u0022https://docs.dailystory.com/article/qzgpqyvsyd-tasks#complete-a-task\u0022\u003EComplete a Task\u003C/a\u003E\u003C/li\u003E\u003Cli\u003E\u003Ca href=\u0022https://docs.dailystory.com/article/qzgpqyvsyd-tasks#delete-a-task\u0022\u003EDelete a Task\u003C/a\u003E\u003C/li\u003E\u003C/ul\u003E\u003Ch4\u003ECreate a Task\u003C/h4\u003E\u003Cp\u003ECreating a Task is simple and can easily be found in the main menu.\u003C/p\u003E\u003Cp\u003ETo create a Task either:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003EClick Tasks \u0026gt; Create Task\u003C/li\u003E\u003Cli\u003ENavigate to Tasks \u0026gt; All Tasks and click\u0026#160;\u003Ccode\u003E\u002B Create\u003C/code\u003E\u0026#160;in the main Task menu.\u003C/li\u003E\u003C/ul\u003E\u003Cp\u003EEither option will open the Create Task editor:\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/0ba22d74eba62fbb0949cbc96375749a.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EEnter a name for your task, e.g. \u0026#34;Follow up with Mike at ACME\u0026#34;, and Save your task.\u003C/p\u003E\u003Cp\u003EIf you are creating many Tasks simultaneously, use the Save \u0026 New option.\u003C/p\u003E\u003Ch5\u003EOptional Task details\u003C/h5\u003E\u003Cp\u003EThe name must be specified when a Task is created. In addition to giving your Task a name, you can also set other details about your Task:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003ENotes\u003C/b\u003E\u0026#160;use Notes to capture notes and images related to your Task.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EAssigned To\u003C/b\u003E\u0026#160;unless changed, Tasks will be assigned to the Task creator. Assigning a Task to someone else will also send them a notification that you assigned a Task to them.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EPriority\u003C/b\u003E\u0026#160;unless changed, Tasks are set to a Normal priority. Other options include: Low and High. Visual cues are added to Tasks that are marked as a Priority other than Normal.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EType\u003C/b\u003E\u0026#160;unless changed, Tasks are set to a Taskt type of \u0026#34;To Do\u0026#34;. Other options include: Call and Email. Use these other Tasks to associate the Task with the action to be taken.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EStatus\u003C/b\u003E\u0026#160;unless changed, Tasks are set to \u0026#34;Not Started\u0026#34;. Other options include: In Progress, Completed, Waiting and Deferred. Completed Tasks are removed from your open Task list.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EReminder Date\u003C/b\u003E\u0026#160;unless changed, Tasks have no Reminder Date set. Use Reminder Date to send a notification reminder when the Task is coming due.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EStart Date\u003C/b\u003E\u0026#160;unless changed, Tasks are set to the Start Date of when they are created. Tasks may be started in the future.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EDue Date\u003C/b\u003E\u0026#160;unless changed, Tasks are set to the Due Date of when they are created. Tasks may not have a Due Date earlier than the Start Date.\u003C/li\u003E\u003C/ul\u003E\u003Ch5\u003ESetting an Associated record\u003C/h5\u003E\u003Cp\u003EOnce a Task is saved it can additionally be associated with one or more records in DailyStory. To add an Associated Record to your Task either Save a new Task or edit an existing Task and click the\u0026#160;\u003Ccode\u003EAdd Associated Record\u003C/code\u003E\u0026#160;button. This will open a popup.\u003C/p\u003E\u003Cfigure\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/3993be74f5a6a4b106c68b6a140493d5.gif\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cfigcaption\u003EAssociate a Record\u003C/figcaption\u003E\u003C/figure\u003E\u003Cp\u003EFrom the popup, select the record type (Campaign or Contact) and then select the respective Campaign or Contact to associate the Task with. This will add the Associated Record to the Task.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/9287546f13c324cf6b2ed1f58575a1b9.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Ch4\u003EEdit a Task\u003C/h4\u003E\u003Cp\u003EThere are three ways a Task is edited:\u003C/p\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003EQuick Edit\u003C/b\u003E\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EFull Edit\u003C/b\u003E\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EBulk Edit\u003C/b\u003E\u003C/li\u003E\u003C/ul\u003E\u003Ch4\u003EQuick Edit\u003C/h4\u003E\u003Cp\u003EWhen viewing a list of Tasks, clicking on a Task will open the Quick Edit menu.\u003C/p\u003E\u003Cfigure\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/c32f1b45c8fabd65e1a97140d6e37537.gif\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cfigcaption\u003EQuick Edit\u003C/figcaption\u003E\u003C/figure\u003E\u003Cp\u003EUsing the Quick Edit menu, update the Task Name, add or edit Notes, change who the Task is assigned to, change the Status, or change the Priority.\u003C/p\u003E\u003Cp\u003EIf you want to edit more details about the Task, click the\u0026#160;\u003Ccode\u003EMore Detail\u003C/code\u003E\u0026#160;button and the Full Task editor will open.\u003C/p\u003E\u003Ch4\u003EFull Edit\u003C/h4\u003E\u003Cp\u003ETo edit options not available in the Quick Edit menu, such as updating the Reminder Date or Associated Records, the Full Edit screen is identical to the Create Task screen.\u003C/p\u003E\u003Ch4\u003EBulk Edit\u003C/h4\u003E\u003Cp\u003EEditing Tasks one at a time can be time consuming. DailyStory Tasks also support Bulk Edit to enable you to edit multiple Tasks as once.\u003C/p\u003E\u003Cp\u003EFrom any Task list, such as All Tasks, click the checkbox next to one or more Tasks. This will open a menu above the Task list.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/33ffdcee80aca7e3bb40b29d628dfacf.gif\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003ENext, click\u0026#160;\u003Ccode\u003EEdit\u003C/code\u003E. This will open the Bulk edit popup.\u003C/p\u003E\u003Cimg class=\u0022lazy-load\u0022 data-src=\u0022https://graffiti-auf7e6dwhxhcbwek.z03.azurefd.net/d8b744fc-2e70-4089-bb80-dd1d08f6c7b2/239698c5-f7eb-4574-8cc8-c6568f08b3a0/6b04d25f1347d542fb2ff9b4ae61673f.png\u0022 style=\u0022\u0022 alt=\u0022\u0022/\u003E\u003Cp\u003EUsing the options in this popup, set any properties for the selected Tasks you wish to update. For example, set all the selected Tasks as due next week. You can optionally provide a comment with your bulk edit change that is added to the audit log for each of the Tasks.\u003C/p\u003E\u003Ch3\u003EComplete a Task\u003C/h3\u003E\u003Cp\u003EWhen a Task is marked as Complete it is removed from your open Task lists. However, it is still available in the Complete list.\u003C/p\u003E\u003Cp\u003EA Task is marked as complete through either \u003Ca href=\u0022https://docs.dailystory.com/article/qzgpqyvsyd-tasks#quick-edit\u0022\u003EQuick Edit\u003C/a\u003E,\u0026#160; \u003Ca href=\u0022https://docs.dailystory.com/article/qzgpqyvsyd-tasks#full-edit\u0022\u003EFull Edit\u003C/a\u003E,\u0026#160; \u003Ca href=\u0022https://docs.dailystory.com/article/qzgpqyvsyd-tasks#bulk-edit\u0022\u003EBulk Edit\u003C/a\u003E\u0026#160;or from the menu that appears when a Task is checked (next to the\u0026#160;\u003Ccode\u003EEdit\u003C/code\u003E\u0026#160;option in bulk edit).\u003C/p\u003E\u003Cp\u003EWhen a Task is completed an email is sent to the person who first created the Task to let them know it is complete.\u003C/p\u003E\u003Cp\u003ENotifications are not sent for actions where you are both the assigner and assignee.\u003C/p\u003E\u003Ch3\u003EDelete a Task\u003C/h3\u003E\u003Cp\u003ETo delete a Task either navigate to the \u003Ca href=\u0022https://docs.dailystory.com/article/qzgpqyvsyd-tasks#full-edit\u0022\u003EFull Edit\u003C/a\u003E\u0026#160;view of the Task and click the\u0026#160;\u003Ccode\u003EDelete\u003C/code\u003E\u0026#160;button, or from any Task list check the Tasks to delete and a menu will appear above the list. Click the delete button to delete the selected Tasks.\u003C/p\u003E\u003Cp\u003EWhen a Task is deleted, a notification is sent to the Task assigner.\u003C/p\u003E\u003Cp\u003EDeleted Tasks are moved to the Trash and are permanently deleted after several days. Tasks that are in the Trash can be recovered by editing the Task and removing it from the Trash.\u003C/p\u003E","publish_status":0,"post_type":"Article","author":{},"featured_image_updating":false,"meta_description":"Use DailyStory Tasks to assign and track follow-ups on calls, emails or other activities. A Task is helpful reminder for work or actions that require someone on your team to follow-up on. Tasks can be assigned by you to people on your team, or you can create new Tasks assigned to yourself. This guide provides a list of resources to help you get started with Tasks. Create a Task Edit a Task Complete a Task Delete a Task Create a Task Creating a Task is simple and can easily be found in the ma ...","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"total_views":1206,"date_published":"2022-04-27T12:16:29","date_updated":"2025-05-16T19:23:14.033","date_created":"2025-04-24T15:03:29.84"}}}