Tasks · How-to
Create a task
Write down what needs doing, when and how urgently, choose who does it, and link it to what it is about.
Open the form
Press “New task” in Tasks. Or, on a client’s or a deal’s page, press + on the “Tasks” card to start a task already linked to that record. If neither is there, your role does not allow creating tasks.
Say what needs doing
Type a “Title”, such as Call Anna back about Thursday. Put any detail in “Notes”.
Set its priority
Choose “Low”, “Medium” or “High” in “Priority”; a new task starts on “Medium”. It shows as a coloured label in the list.
Set when it is due
Pick a “Due date”. The task is then “All day” for that date. To tie it to a moment, switch “All day” off and set a “Time” and a “Duration” in minutes; the calendar then shows it at that time.
Choose who does it
“Assignee” starts on you. Pick a colleague to give them the task; they get a notification that opens it. The list holds the people your role lets you give a task to: everyone with “All records”, the people in your teams with “Own team”. When your role only lets you keep tasks yourself, the field is not shown.
Link what it is about
Under “About”, press “Link a record” and search for the client, deal, invoice or other record. Add as many as the work touches, up to 20.
Save
Press “Create task”. It appears in the list, sorted by its due date.
Common questions
- Can a task repeat?
No. When you tick one off, create the next one if it is needed again.
- Why is a colleague missing from “Assignee”?
The list holds only the people your role lets you give a task to, because a task given to anyone else would leave your own list. An owner or admin can widen your role in Settings › Roles & permissions.
- How do I add a task on the phone?
In Setvos Business, Tasks is under More → CRM, or a tab when Inbox is off. Press + and give it a title, notes, a priority, a due date — Today, Tomorrow, “In a week” or a date — “All day” or a time and a duration, the assignee (you, unless you choose someone else) and the records it belongs to. Today is today on your workspace’s clock. A client’s or a deal’s record has New task too, already linked.
Read next
Link a task to a client, deal or any other record
Point a task at the records it is about, so anyone reading it knows what it means and can open them in one click.
Complete, change or delete a task
Tick tasks off as you finish them, reopen one if needed, change its details or who does it, and find tasks in the list.
See your tasks on the calendar
Give a task a due date, and a time if it happens at a moment, so it shows on the calendar beside your events.
Link your own Telegram to add leads and get notices in a chat
Link your Telegram to @Setvos_bot to capture leads, contacts and tasks from a chat, see what is due today, and receive your Setvos notices there.
More in Tasks
Open in Setvos
Signed in? This article is also in the Help menu of the app.
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