What's the difference between a ‘Task’ & ‘To-Do?’
Task
A Task is an action item or follow-up 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 follow up with a customer, you would assign a task for a team member to follow up with that specific contact.
A task can be assigned from the contact record or the calendar.
To-Do
A To-Do is not related to a specific contact. You can 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.
How this helps you
- Clarity: Gain a clear understanding of when to use Tasks and To-Dos.
- Efficiency: Learn how to add and manage Tasks and To-Dos seamlessly.
- Productivity: Ensure that important actions and follow-ups are organized and tracked effectively.
In this article, you’ll learn
- Adding a Task from Calendar
- Adding a To-Do list from the Calendar
How to Add a Task from Calendar
Step 1: Go to Calendar in the side panel. Click on the Task/Bdays field for the desired date and select New Task.
Step 2: Enter the task details in the Assign Task window.
How to Add a To-Do from the Calendar
Step 1: Click the Task/Bdays field for the desired date in the calendar and select “New To Do.”
Step 2: Select the To-Do task, Due Date, Priority, and user to be assigned.
Step 3: Notify your team members about the task's progress by opting for the email notification. Click the “Assign To Do” button to complete the action.
That's all the differences between Task and To Do. Please contact our support team if you encounter any issues or questions.