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Manage your CRM tasks

In this article, we will explain how to manage your tasks in Sendinblue CRM. To learn how to create a CRM task, read Create a CRM task.

In Sendinblue CRM, you can manage your tasks from different locations:

From the Tasks page

You can manage your tasks from the Tasks page in CRM. To access the Tasks page, go to CRM > Tasks.

Filter your tasks

From the Tasks page, tasks can be filtered through several options:

tasks_filter_EN.png

  1. Choose to only see tasks from a certain period of time
  2. Choose to only see tasks that have been completed or not
  3. Choose to only see your tasks, another user's tasks, or tasks that have not been assigned yet
  4. Choose to see only certain types of tasks
  5. Search for one or several tasks by typing their subject

Edit a task

To edit a task from the Tasks page:

  1. Click a task subject
  2. Make your changes
  3. Click Save

Mark a task as done

To mark a task as done from the Tasks page:

  • Select the box next to the task and click Mark as done
  • Click the done_icon_EN.png icon

Delete a task

To delete a task from the Tasks page:

  1. Select the box next to the task
  2. Click Delete
  3. Click Yes, delete it to confirm

From the Deals page

You can manage your tasks from the Deals page by selecting the Kanban view in CRM. To access the Kanban view, go to CRM > Deals > Kanban_view_EN.jpg.

Filter your tasks

From the Kanban view, you can see whether a deal task is due or overdue.

tasks_kanban_EN.png

Edit a task

To edit a task from the Kanban view:

  1. Click the arrow next to the task
  2. Make your changes
  3. Click Save

Mark a task as done

To mark a task as done from the Kanban view:

  1. Click the arrow next to the task
  2. Click Mark as done
  3. Click Save

Delete a task

To delete a task from the Kanban view:

  1. Click the arrow next to the task
  2. Click Delete
  3. Click Yes, delete it
  4. Click Save

From a deal or contact details page

You can manage tasks associated to a deal or contact from their details page. To access a deal details page, go to CRM > Deals and select the desired deal. To access a contact details page, go to CRM > CRM Contacts and select the desired contact.

Filter your tasks

💡 Good to know
When a task is due, it will appear at the top of the deal or contact details page. When a task is marked as done, it will appear in the deal or contact history.

To filter your tasks from a deal or contact details page:

  1. Click the next drop-down list next to Filter by:
  2. Select Tasks
    filter_tasks_EN.png

Edit a task

To edit a task from a deal or contact details page:

  1. Under the task, click Edit
  2. Make your changes
  3. Click Save

Mark a task as done

To mark a task as done from a deal or contact details page:

  • Click Mark as done
  • Click the done_icon_EN.png icon

Delete a task

To edit a task from a deal or contact details page:

  1. Under the task, click Delete
  2. Click Yes, delete it to confirm

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.