Assign a Task or ToDo

You can assign tasks from two places in your BigContacts account (contact record and the calendar). Below, you will see the instructions for doing this in both areas:

From the Contact Record

1. Click the "Action" button and select "Assign Task," or simply click the "Task" button for the same.
   
2. A pop-up window will appear, allowing you to enter the task details. Once you've finished, click the "Assign" button in the pop-up to complete the process.

From the Calendar

1. The calendar offers three different views: Day, Week, and Month. The view you choose will affect what you see while assigning a task.

2. Day or Week Views: In both of these views, you will see a section labeled "Tasks/Bdays" just above the meetings. You can click anywhere in this section, and a small menu will appear, allowing you to choose whether you want to create a "Task" or a "To-Do."

Special Notes:

• A "Task" is linked to a specific contact in your account and is used to track actions that need to be done for that person.
• A "To-Do," on the other hand, is NOT related to any particular contact. It's a reminder for yourself to complete a general task, such as stopping by the bank to deposit money or going to the office supply store to buy paper.

• Month View: In this view, click anywhere within the box for the date you want. A small menu will open, offering three different options, as shown in the screenshot below.

These are the available methods for assigning a task or To-Do. Please contact our support team if you encounter any issues or questions.