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Tasks
A task is a type of activity that does not need to occur at a defined time. It has a due date instead of being scheduled. The Tasks workspace enables you to search and filter to display and manage tasks. You can modify a task as required and, when ...
Adding and Deleting Tasks
Add You can add a new task in any of the following locations: Home Workspace My Tasks Card→Add Task button Contact Workspace Select Checkboxes→Add→Task Inside a household or contact record→Summary Tab→Activities card→Add button Inside a household or ...
Security for Schedule Items
You can define view and edit security settings which will impact schedule items in both Gorilla 5 and Microsoft Outlook. By default, schedule items, tasks, and entities data are synchronized between Microsoft Outlook and your Gorilla 5 user account. ...
Editing and Managing Tasks
You can mouseover a task and click the following buttons: Edit – Opens the task so any of its fields can be changed, or you can add notes. Once opened for editing, this is otherwise the same as making a new task, which you can read more about in this ...
Adding Recurring Schedule Items
You can create a recurring series when you want a scheduled item to occur at set intervals over a long period. You can create a recurring series for new schedule items, or add, or delete a recurring series for existing schedule items. Certain ...