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Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
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Tasks
Due dates, assignees and deal activities.
- Create a task linked to a dealThe task is linked to the deal and available in the open-task view.
- Complete or reopen a deal taskYou switch the task between open and completed.
- Delete a deal taskThe task is removed from the deal.
- Create a task without a dealThe standalone task is created without opening a deal.
- View your tasks or another person’s tasksThe list and totals reflect the selected assignee.
- Track overdue, today, upcoming and undated tasksOpen tasks are organized by due date.
- Complete a listed task or open its related dealYou complete the task or access its deal context from the list.