The Tasks page is now a board that gathers the tasks on your contacts in one place, grouped by when they are due.
Open the board
Go to Tasks (streettext.com/boost/tasks), or find the Tasks card under Tools > Follow-up.
Tasks are grouped into Overdue, Today, Upcoming and No date, with a count on each. Switch to Completed to see what is done, and use the search box to find a task.
Account owners see tasks on every contact. Agents see tasks on the contacts assigned to them.
Add a task
Click Add task, or press N on your keyboard.
Type what needs doing and search for the contact it is about.
Pick a due date with one of the quick date choices, or leave it with no date.
Save it. It appears in the right group straight away.
Work through your tasks
Tick a task to mark it done. Changed your mind? Click Undo, or reopen it from Completed.
Click a task to open it. You can change the title, due date, notes and reminder, see the contact and who it is assigned to (the contact's agent), or delete it.