Tasks & Task Management
Learn the ins and outs of tasks and how to manage your task list
6 articles

+2Written by Matt, Paullette, Aimee 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