CRM: RE: Tasks

What is an RE: Task?

An RE: Task is a "Related to" Task. Essentially, it's an informal Task that's related to a specific Contact.

When you create an RE: Task, you do so by choosing the related Contact, and assigning it to a Staff Member.  This is useful for a supplemental Task that needs to be created separately from a Project, for example.


How do I create a RE: Task?

Navigate to CRM > Contacts.

From here, you can click the Options dropdown menu beside the Contact and select Create RE: Task.

You can also click on the Contact to enter the CRM Details View. You can then select Create RE: Task from the "Available Actions" section on the right-hand side of the screen.

A modal will appear in which you can fill out the Task details.

CLICK HERE to learn about creating Tasks

Once created, the assigned Staff Member will receive a notification, and the RE: Task will appear in their My Tasks list.


Where do I find assigned RE: Tasks?

To see the RE: Tasks that a Contact has, navigate to their CRM Details View page. Hover your cursor over the Projects tab in the top navigation menu bar, and select RE: Tasks.

This will bring you to a list of any RE: Tasks assigned to this particular Contact.

You can view the RE: Task by clicking the Open button, or quickly create new RE: Tasks by clicking the +Tasks button.

As the assigned Staff Member, navigate to Projects > My Tasks.

The RE: Task will be included among other standard Tasks, with a label showing which Contact it is linked to.

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