Tasks and reminders
Create tasks with due dates and assignees, get reminded when they're due, and see tasks and callbacks on the calendar.
Updated
- Web
- In the left sidebar, open Activities → Reminders (the Tasks page).
- Click Add task.
- Enter a Title. If you like, link a Contact or Company and set an Assignee, Priority, Due Date, Tags and Description.
- Save the task.
View tasks as Kanban, List or Grid, and filter by My tasks, Status, Priority, Assignment and Tags.
When a task is due, TopReach reminds you in the app and with a desktop notification, with Mark done and Snooze 1 hour.
You can also add a task from a contact's timeline (Task), or in the phone app from the contact's Tasks.
Activities
Activities → Activities lists calls, meetings, tasks, deadlines and other activities under Upcoming, Today, Past, Completed and All. Click New Activity, pick a contact or company, and choose the type.
Calendar
Calendar shows tasks, events, call-backs, deals closing and scheduled texts by month, week, day or as an agenda. Switch between Mine and Team.
Still stuck?
Email the TopReach team and we'll help. support@gettopreach.com