Tasks & Task Management

Learn the ins and outs of tasks and how to manage your task list

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6 articles in this collection
Written by Matt, Aimee, Paullette and 2 others

Using Tasks

Learn how to create, manage and use tasks to improve your follow up.

Written by Matt
Updated over a week ago

Can I Bulk Delete Tasks?

Learn how to clear old overdue tasks. Get a fresh start without having to manually complete them all!

Written by Paullette
Updated over a week ago

Sync Your Tasks to Your Calendar

Learn how to connect your tasks in LeadSimple to your Google, Apple or Outlook calendar.

Written by Aimee
Updated over a week ago

How to Customize Email Notifications

Select which email notifications you want to receive from LeadSimple (or opt out of all).

Written by Shannon
Updated over a week ago

Getting started in LeadSimple Guide: Account Setup

You have accepted an account in LeadSimple, now what?

Written by JP
Updated over a week ago

I accidentally completed or skipped a task - can I get it back?

Learn how to restore a task that's accidentally been skipped or marked as complete.

Written by Shannon
Updated over a week ago