Tasks & Activity Schedules

Tasks & Activity Schedules

This article shows task & activity schedules in Reapit Sales.

1. Search for your Contact open their Contact Card.

2. Click the Add a Task icon.

3. Select:

• Create a Single Task
• Apply Activity Schedule
• View Tasks for this Contact

If you select View Tasks for this Contact. You can view/edit tasks related to the contact and filter by complete and incomplete. Depending on your permission levels you may also be able to Delete tasks.