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

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

Editing and reassigning tasks

Learn how to edit existing tasks in your CRM.

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.

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.

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.

Assigning a task to another user

Learn how to assign a task to another user in LACRM.

Restoring deleted data

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

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.

Deleting a task

This article explains how to delete a task from your CRM.

Learn how to find a list of your tasks in LACRM.

Can't assign a task to another user

Having trouble assigning a task to another user? Here are a few things to look for that might prevent you from assigning a task to another user.

Turning off notifications

Learn how to turn off general notifications and event reminder notifications in LACRM.

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

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.

Editing and reassigning tasks

Learn how to edit existing tasks in your CRM.

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.

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.

Assigning a task to another user

Learn how to assign a task to another user in LACRM.

Restoring deleted data

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

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.

Deleting a task

This article explains how to delete a task from your CRM.

Learn how to find a list of your tasks in LACRM.

Can't assign a task to another user

Having trouble assigning a task to another user? Here are a few things to look for that might prevent you from assigning a task to another user.

Turning off notifications

Learn how to turn off general notifications and event reminder notifications in LACRM.