Managing Your Tasks Tab

Overview

The Tasks Tab in PXME helps you and your team stay organized by creating, assigning, and tracking tasks in one place. With features like Smart Lists, advanced filtering, recurring tasks, bulk actions, and customizable views, you can ensure nothing slips through the cracks. Whether for client follow-ups, internal coordination, or campaign management, the Tasks Tab is your central hub for productivity.

Key Features and Benefits

• Smart Lists – Instantly view tasks due today, upcoming, or overdue.

• Advanced Filtering – Filter by due date, assignee, status, or priority.

• Field Customization – Display only the fields you need for a personalized dashboard.

• Recurring Tasks – Automate repetitive tasks with flexible scheduling.

• Standalone Tasks – Create tasks not linked to contacts for internal work management.

• Enhanced UX – Modern dashboard, intuitive filters, and improved task creation modals.

Step 1: Accessing the Tasks Tab

1. Go to Contacts in the left-hand menu.

2. Select Tasks from the top menu.

3. Your tasks will appear organized into Smart Lists (e.g., Today, Upcoming).

Step 2: Creating a Task

1. Click + New Task in the top-right corner.

2. Enter details:

   • Task name

   • Assignee

   • Due date

   • Priority level

   • Recurrence (optional)

3. Click Save to add it to your list.

Pro Tip: Tasks can also be automatically created via Workflows (e.g., new lead created → assign follow-up task).

Step 3: Managing Your Tasks

Search & Filter

• Use the search bar for task names.

• Apply filters for assignee, due date, or linked contact.

Bulk Actions

• Select multiple tasks with checkboxes.

• Mark tasks complete, pending, or delete in bulk.

Individual Task Management

• Pencil icon = Edit

• Trash icon = Delete

• Checkmark = Mark complete

Step 4: Setting Up Recurring Tasks

1. Create a new task in the Tasks Tab.

2. Toggle Recurring Task on.

3. Configure:

   • Frequency (daily, weekly, monthly, etc.)

   • End condition (never, after X times, or set date)

   • Assignee & details

4. Click Save to automate.

Pro Tip: Use “Create Even if Overdue” to ensure recurring tasks continue generating, even if the previous one wasn’t completed.

Step 5: Customizing Your View

• Adjust displayed fields (e.g., due date, priority, assignee).

• Sort tasks by priority, due date, or custom order.

• Personalize your workspace to highlight what matters most.

Use Cases

• Project Management – Break down larger projects into smaller tasks with assignments.

• Follow-Ups – Create automated follow-up tasks after calls or meetings.

• Team Coordination – Manage internal responsibilities such as admin work or events.

• Campaign Management – Generate tasks automatically from marketing or sales campaigns.

FAQs

Q1: Can I create tasks without linking them to a contact?
Yes. Leave the contact field blank to create standalone internal tasks.

Q2: How do I edit a recurring task?
From the Tasks Tab, you can edit either the entire series or just a single occurrence.

Q3: Can I restore deleted recurring tasks?
Yes. Deleted tasks can be restored using recovery options.

Q4: What are Smart Lists?
Pre-built filters (e.g., Today, Upcoming) that automatically group tasks by due date.

Q5: How do I filter tasks by team member?
Use the Assignee filter dropdown to display only tasks assigned to specific team members.