Creating and managing task lists – Nexudus

How to set up and manage task lists

To set up a task list, you must

During the configuration process, you can link the list to members, contacts or people with specific price plans.

The link to the Tasks Lists section

Number	Description
1	The CRM link in the side menu
2	The link to the Tasks Lists section

Viewing the list of task lists

If the side menu is not visible, click .
In the side menu, click CRM, then click Task Lists.
Click Add task list.
Complete the required fields (see the table below for a description of each option).
Click Save.

Adding a new task list

Option	Description
Name	Enter a name for the task list
Location	If you manage more than one space from your Nexudus Spaces account, select from the drop-down list the location of the space that is going to use the task list
Active	Select Yes or No
Auto assign	The options available are: Automatically add the tasks in this list to new contacts Automatically add the tasks in this list to new members Automatically add the tasks in this list to customers cancelling contracts Add tasks only to customers in these plans (select on the drop-down list)

Editing task lists

If the side menu is not visible, click .
In the side menu, click CRM, then click Task Lists.
At the end of the task list you want to delete, click. A pop-out menu is displayed.
Click Delete.

Deleting a task list

There is also a Delete button at the bottom of the task list editing page.

If the side menu is not visible, click .
In the side menu, click CRM, then click Task Lists.
In the list of task lists, click the name of the one to edit.
In the Tasks section of the task list, click Add task and fill in the relevant fields.
Click Save.

Adding a task to a task list