Understanding Tasks & To-Dos in BIGContacts

BIGContacts offers Tasks and To-do's to help manage daily activities, but they serve different purposes. Using them correctly keeps work organized and helps teams track responsibilities effectively.

What’s the Difference?

Tasks: For Contact-Specific Actions

A Task is tied to a specific contact. It helps track actions related to follow-ups, client communication, or deal progress.
Example: If a sales representative needs to call a lead, the task can be assigned directly within that lead’s contact record.

• Added from a contact record or the calendar.
• Visible to assigned users and anyone with access to the contact.

To-Dos: For General Reminders

A To-Do is for internal tasks that don’t involve a specific contact. It helps teams keep track of operational activities or general reminders.
Example: A manager assigns a To-Do for ordering supplies or scheduling a team meeting.

• Added only from the calendar.
• Visible to assigned users and calendar viewers.
   

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 calendar's Task/Bdays field for the desired date 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.