What's different between a "Task" & "To Do"?
A Task is an action item or followup that is related to a specific contact in your BigContacts account. For example if you want to assign a task for someone on your team to followup with a customer, you would assign a task for a team member to followup with that specific contact.
A task can be assigned either from the contact record OR from the calendar. See notes below as to how you can assign a task from either area in your BigContacts account.
(How to assign a Task from the contact record)
From the contact record you will click on the "Actions" button and then choose the option "Assign Task". A window will and you can then assign your tasks.
(Assign a Task from the calendar)
From the calendar you can assign a task in one of two ways. In the upper left-hand corner of the screen you can click on the orange labeled " Add Event" to then assign your tasks. In addition, you can click on any day in the tasks section of the calendar and into will allow you to assign a task.
In addition, you can click on any day in the tasks section of the calendar and into will allow you to assign a task.
A To Do is NOT related to a specific contact. You may have to assign a To Do to yourself or a team member to order office supplies or some other operational item that needs to get done but is not related directly to any one of your contacts. A To Do can be assigned in one of 2 ways while on the calendar as shown below.