Task Module in Leads

The Task Module in Leads helps you create tasks for your team attached to the leads inside your system, similarly to Tasks inside the Project object.

Step 1: Locate “Leads” from the main menu and click on the “Add Lead” button in the top right corner.

Step 2: Fill out the lead details and click “Create Lead”.

Step 3: Click “Task List” on your lead detail page.

You can also add tasks to your pre-existing leads by simply selecting your lead from the Leads page.

Step 4: Locate “Leads” from the Main Menu and select your lead.

Step 5: Click “Task List” on your lead detail page.

Step 6:  Click “Add Task” on the right-hand side of the task list page.

Step 7: Add the subject of your task, the assignee can be selected based on users, roles, or even multi-users. Select the user, priority (high, medium, or low), add your due date and time, and click on “Save”.

Step 8: You can view the details of the task by clicking on the “Subject”.

Step 9: Click “Edit” in the top right corner to edit or update the task.

Step 10: Update the status, assignee, and priority, then click “Update”.

You can also view your Lead Task List by finding Tasks on the SubcontractorHub main menu.

Step 11: Locate "Tasks" on the main menu.

Step 12: Select "Leads" from the “Filter By Module” option.

Step 13: You can view your task list for all leads and click on the subject to view the task details.

Step 14: Update your task details and click “Update”.