Quick Answer
How do you manage tasks in BizStackPro?
Go to Contacts → Tasks to view your task list. From there, use Smart Lists such as Today and Upcoming, create tasks with + New Task, assign due dates and team members, create recurring tasks, filter the list, and customize the columns you use.
What the Tasks Tab Does
Tasks can become difficult to track when follow-ups, internal work, and team responsibilities are spread across different parts of your workflow.
The Tasks tab provides a central location where you can create, assign, organize, and manage tasks for yourself or your team.
Tasks can be connected to contacts when the work relates to a specific person, or created as standalone internal tasks by leaving the contact field blank.
Smart Lists, filters, recurring settings, bulk actions, and workflow-created tasks provide additional ways to keep work organized as task volume increases.
Tasks do not have to be tied to contacts
Leave the contact field blank when you need an internal task that is not associated with a specific contact record.
Tasks at a Glance
Before You Begin
Decide what the task is for and whether it should be connected to a contact before creating it.
- Sign in to your BizStackPro account.
- Open the Contacts area.
- Decide whether the task belongs to a specific contact or is an internal standalone task.
- Know who should be responsible for completing the task.
- Choose an appropriate due date and priority.
- Decide whether the task needs to repeat automatically.
Step 1: Access the Tasks Tab
Open the main Tasks view and use Smart Lists to focus on the work that needs attention.
Open Contacts
Navigate to Contacts.
Open the Tasks Tab
Select the Tasks tab from the available Contacts navigation.
Use Smart Lists
Use built-in Smart Lists such as Today and Upcoming to quickly view tasks based on due dates.
Step 2: Create a Task
Add the information needed to make the task clear and actionable.
Start a New Task
Click + New Task.
Enter the Task Name
Give the task a clear name that describes what needs to be completed.
Assign the Task
Select the team member responsible for the task when assignment is needed.
Set the Due Date and Priority
Choose the appropriate due date and priority for the work.
Choose Whether the Task Repeats
Enable Recurring when the task needs to repeat automatically.
Link a Contact if Needed
Select a contact when the task relates to a specific person. Leave the contact field blank for a standalone internal task.
Save the Task
Review the information and click Save.
Tasks can also be created automatically
Workflows can create tasks automatically for processes such as lead follow-up and internal handoffs.
Step 3: Manage Tasks Day-to-Day
Use search, filters, quick controls, and bulk actions to keep the task list manageable.
Step 4: Set Recurring Tasks
Use recurring settings when the same task needs to repeat on a regular schedule.
Create the Task
Start a new task and turn Recurring on.
Choose the Frequency
Select the appropriate recurring interval, such as daily, weekly, monthly, or another available frequency.
Choose an End Condition
Set the recurring task to continue indefinitely, stop after a certain number of occurrences, or end on a specific date.
Assign and Save
Assign the recurring task as needed and click Save.
Review recurring behavior carefully
If your account provides an option such as Create even if overdue, review how it affects future task creation when a previous occurrence is missed.
Step 5: Customize Your Task View
Show or hide columns such as due date, contact, assignee, and priority so the task list displays the information that matters most to your workflow.
You can also sort tasks by priority, due date, or other available criteria.
Common Ways to Use Tasks
Project Management
Assign work across team members and keep track of important deadlines.
Lead Follow-Ups
Create reminders connected to contacts and conversations when a follow-up needs to happen later.
Team Coordination
Manage internal administrative work and recurring team responsibilities.
Workflow Support
Automatically create tasks when a contact reaches a defined milestone or another workflow condition is met.
Task Management Best Practices
Frequently Asked Questions
Can I create tasks without linking them to a contact?
How do I edit a recurring task?
Can I restore deleted recurring tasks?
What are Smart Lists?
How do I filter tasks by team member?
Continue Learning
Continue learning how tasks fit into contact management and organization with these related Help Center guides.
