If you've ever found yourself wishing there was an easier way to keep track of the different tasks you (or your team) are responsible for, this article is for you. With a pipeline view of tasks in Scratchpad, you can zoom in on action items due today, this week, this month, on a particular account - you name it. With everything all in one place and the ability to assign priorities, update status and complete bulk actions, you will always be up to speed on what matters.
Manage Tasks in the Pipeline
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 ⬇️
Set priority levels for your tasks
Not all tasks are created equal. That's why inside Scratchpad, you can set priority levels for the varied tasks you assign. High, low, and normal are just some of the options available to you when prioritizing your action items, allowing them to stand out easily.
Use priority levels to make certain tasks stand out on your list. Then you can sort tasks by priority level to identify the most important tasks each day.
You'll also notice that your task at-a-glance list shows HIGH priority tasks with red circles next to them - perfect for immediately grabbing your attention.
Update progress on tasks
You can indicate the progress you're making on a particular task via the 'status' field. Complete, in progress, open, etc are some of the options available. This can be especially helpful if you're collaborating with others on assigned tasks and want to know how much progress has been made.
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!
