Tasks in Nimble enable you to schedule reminders and follow-ups for your team's contacts.
 


Tasks will display in the Activities tab in the Task sub-tab. It will display the title of the tasks, along with the date/time the task was created, related contacts and tags.
 
Overdue tasks will display at the top, followed by "Later" and "Upcoming" tasks.
 
Click the star icon to mark a task as important.
 


 
Mark a Task as complete by selecting the box to the left of the task name. 


 

Filtering Tasks

On the left-hand side, there is a list of filters for tasks. Filter your tasks by "Upcoming", "Starred", "Completed", and "Delegated".
 


 
Just below is the Tasks section where you can view tasks by team members and/or tags.

Creating Tasks Within the Activities tab

To create a task, click "New Activity" in the top left-hand corner of the Activities tab.


When creating a Task, you can enter a title, description, choose a specific due date, assign the task to a team member, relate the task to a contact, attach a deal and add a tag.
 
When you're done, click "Save".

Creating Tasks On A Contact/Company Record


To create a task on a contact record, simply click "Task" under "Add Activity." Click "Show More Options" to view all fields.
 
Enter a title, description, choose a specific due date, assign the task to a team member, attach a deal and add a tag.
 


 
The "Related To" field will be auto-filled by the name of the contact record you are currently on.
 
When you're done, click "Save". The task will save to the contact record's Pending & History tab.
 


 
To view only related task for the contact, select "Event/Task" in the drop-down menu next to "Show:" in the Pending History tab.


Nimble will display Task notifications on your Today page, in the top-right hand corner of your screen and within a private email. Learn more here: Task Notifications
 
 


 
 
 
 
 
 
 
If you have any questions, please send us an email at care@nimble.com or join us for our Q&As Monday - Friday from 9AM - 9:30AM PT. Register here:http://www.nimble.com/company/webinars/

 

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