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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

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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"