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Tasks

Building strong relationships with your leads, prospects, vendors etc. requires frequent follow-ups and communication. Tasks in Less Annoying CRM are the easiest way to set reminders for yourself to touch base with important clients, hot leads, and promising network partners.

Here are some articles to help you organize and manage your tasks, plus some tips and tricks on how to make the best use of your task setup!

Getting started

Creating tasks

A task is a more general to-do that you need to check off on (or before!) its due date.

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Editing tasks

Learn how to edit existing tasks in your CRM.

Read more >>
Events vs. Tasks

The main difference between an event and a task is that an event is a blocked-off period of time on your calendar, whereas a to-do is just an item on a checklist with a specific due date.

Read more >>

More info

Sharing tasks and events with your team

The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s calendars.

Read more >>
Filter to show contacts with no tasks or events

Less Annoying CRM has a filtering option to see only contacts that don’t have a task or event attached to them. If you go to the Contacts page, you'll find the filters and sorting options in the page menu on the left.

Read more >>
Restoring deleted data

The Less Annoying CRM team can help restore data that's been accidentally deleted back to your account.

Read more >>
Creating alerts for CRM emails

It can be easy to miss important stuff in a sea of emails. In this tutorial, we’ll cover how to make your LACRM notification emails stand out in your inbox to make sure you never miss anything important.

Read more >>
Creating tasks

A task is a more general to-do that you need to check off on (or before!) its due date.

Read more >>
Sharing tasks and events with your team

The calendar and task sharing permissions determine which calendars are visible to a user, and whether they can assign items to other user’s calendars.

Read more >>
Editing tasks

Learn how to edit existing tasks in your CRM.

Read more >>
Events vs. Tasks

The main difference between an event and a task is that an event is a blocked-off period of time on your calendar, whereas a to-do is just an item on a checklist with a specific due date.

Read more >>
Filter to show contacts with no tasks or events

Less Annoying CRM has a filtering option to see only contacts that don’t have a task or event attached to them. If you go to the Contacts page, you'll find the filters and sorting options in the page menu on the left.

Read more >>
Restoring deleted data

The Less Annoying CRM team can help restore data that's been accidentally deleted back to your account.

Read more >>
Creating alerts for CRM emails

It can be easy to miss important stuff in a sea of emails. In this tutorial, we’ll cover how to make your LACRM notification emails stand out in your inbox to make sure you never miss anything important.

Read more >>