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Overview

Tasks help you organize and track your to-do lists in Nexus Search. They can be linked to various records, such as Accounts, Contacts, Projects, or Candidates and are part of the activity timeline of the associated records.

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Task Properties

FieldDescription
Related RecordsRecords in Nexus that are linked to the task. When a record is linked, the task appears in the activity bar of the record.
Use TemplateSelect a task template from Content Studio. The defined content, including variables, will be loaded.
Task TitleTitle of the task (Required)
DescriptionOptional description of the task
PriorityIndicates the importance of the task. Values are: Low, Normal or High
StatusIndicates the current status of the task. Values are: Not Started, In Progress, Completed, Cancelled
Start DateThe date on which the task is to be started.
Due DateThe date on which the task should be completed.
Estimated HoursSpecifies how much time must be allocated for the task.

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Create Tasks

1

Open the detail page of the record (Account, Contact, etc.) for which you want to create a task

2

Open the "Activity" tab

3

Click the "Task" button in the upper right corner of the Activity Timeline"

The following fields are editable:
  • Related Records
  • Task Title
  • Description
  • Priority
  • Status
  • Start Date
  • Due Date
  • Estimated Hours
4

Click on the blue button "Create task" to create the task

Click Cancel if you don’t want to create the task

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Edit Tasks

1

Open the detail page of the record (Account, Contact, etc.) for which you want to edit a task

2

Open the "Activity" tab

3

Click on the gray pencil icon "Edit activity" on the right side of the relevant activity

The following fields are editable:
  • Related Records
  • Task Title
  • Description
  • Priority
  • Status
  • Start Date
  • Due Date
  • Estimated Hours
4

Click the blue button "Save changes" to save the changes

Click Cancle if you don’t want to save the changes.

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Delete Tasks

1

Open the detail page of the record (Account, Contact, etc.) where you want to delete a task

2

Open the "Activity" tab

3

Click on the red trash can icon "Delete activity" on the right side of the relevant activity

4

Confirm the warning by clicking on "Delete activity"