Managing Tasks in a Lead

The Tasks tab in the Lead Editor allows users to create, assign, and track tasks associated with a lead. Tasks help users organize follow-up activities, assign responsibilities, and monitor progress.

This article explains how to create, manage, and complete tasks within a lead.

Accessing Lead Tasks

1. Open an existing lead in OASIS Online.
2. Select the Tasks tab.
3. Any existing tasks associated with the lead will be displayed.

If no tasks have been created, select + New Task to get started.

Creating a New Task

1. From the Tasks tab, click + New Task.
2. The Task Details: New Task panel will open.
3. Complete the applicable fields.

Task Details

• Task Name: Enter a name or description for the task.
• Assigned To: Select the user responsible for completing the task.
• Status: Select the current status of the task.
• Due Date: Enter or select the date the task should be completed.
• Required Activity: Select the activity type associated with the task, if applicable.
• Notes: Enter additional information or instructions related to the task.

4. Click Create to add the task to the lead.

Viewing and Managing Tasks

Once a task has been created, it will appear in the Tasks section.

Tasks are organized into the following categories:

• My Tasks Today: Displays tasks assigned to the current user that are due today.
• Open: Displays tasks that have not been completed.
• Completed: Displays completed tasks.

Select a task from the list to view or update its details.

Editing an Existing Task

1. Open the Tasks tab.
2. Select the task you want to edit.
3. The Task Details panel will display the existing task information.
4. Update the applicable fields, such as:
   • Task Name
   • Assigned To
   • Status
   • Due Date
   • Notes
   • Required Activity
5. Save the changes to the lead.

Completing a Task

Tasks can be marked as completed directly from the Task Details panel.

1. Select the task from the Open task list.
2. Review the task information.
3. Click ✓ Complete Now.
4. The task status will update to Completed.

The completed task will appear under the Completed section.

Required Activities

When creating or editing a task, users can select a Required Activity.

This field allows users to associate an activity type with the task, such as a call.

If a required activity is selected, the task details will display the associated activity type.