Set up custom reminders and see them on your To Do list!
Tasks are a lightweight way to remind yourself of things you need to do. Use them for things like "Email a proposal follow-up," or "Prepare for tomorrow's demo."
On any page in Nutshell, simply click the +Create button at the top left of the page, and choose Task.
You can also create lightweight reminders for a task you need to complete Tasks from any Company, Person, or Lead page.
Notifications for Tasks
To make sure you don't drop the ball, you have the option of receiving a notification when another user assigns a task to you, and a notification 30 minutes before any of your tasks are due.
These can be customized in the Notifications section of your account settings.
Sync tasks to Google
You can set up Nutshell tasks to sync to your Google Tasks. Learn how to sync Tasks to Google.
Tasks vs. Activities
Use Activities to represent your actual interactions with your customers: phone calls, meetings, presentations, etc. Nutshell's Activity reports make it easy to track the time you spend interacting with customers.
Tasks are built for things that you need to do in the future but are not actual events with your customers.
Why does the time default to so late in the day?
By default, tasks are due at the end of the next business day, and they'll appear on your dashboard just like activities and sales process steps. They can be reassigned to other users, and you can change the due date.