Manage tasks in a view
Once your task object is enabled, you can view all of your tasks in a pipeline view, just like accounts, opportunities, and contacts. If your task object is not enabled, reach out to [email protected] for assistance.
The following is a non-exhaustive list of the different task views you can create in pipeline:
Tasks due today | Tasks assigned to X rep | Tasks not started |
Tasks due this week | Tasks on X account | Tasks that are past due |
Tasks due this month | Tasks including X key word | Tasks marked high priority |
Pro-Tip: Duplicate your default task grid, then rename the duplicated view based on the filters you customize within it.
Watch the video below ⬇️
Bulk actions
Bulk update your completed tasks or your past due tasks with a new date in the future; re-assign a bunch of tasks
Do you have a bunch of current and overdue task that you need to complete today? How would you like to complete them ALL within seconds? Good News, Scratchpad has your back! With Scratchpad, you are able to complete as many task as you want in one setting.
Hold SHIFT and select the first and last task you'd like to mass complete.
On the right side of your screen, now click the empty circle next to "# tasks selected"
This will complete all of your selected tasks!
or
Hold CMD/CTRL and individually select the tasks you would like to complete.
On the right side of your screen, now click the empty circle next to "# tasks selected"
This will complete all of your selected tasks!
