Whether you are trying to stay organized yourself or managing a team or business, keeping a list of tasks and deadlines can be the key to doing well. Loxo uses Task Boards to help you manage your own tasks, as well as delegate across team members. You can read about setting up Task Boards in the Help Center, or follow along below to learn how to add a new task.
Add a Task in a Task Board
Every person with an account in Loxo will have a default Task Board, and that Task Board is the home base for tasks created by or assigned to that person. A Task Board must be shared with team members for other users to be able to assign tasks to it.
You have three views available for your tasks: the List, Calendar, and Kanban views. You can toggle between these views using the buttons in the upper left corner of your Task Board.
To create a new task, you can click the "+ Task" button in the top right corner of any view of your Task Board. We have step-by-step instructions on this below:
Go to the Tasks page
Use the List icon in the upper right to open the Task Board you'd like to add a task to. Remember, you can choose to work in the List view, Calendar view, or Kanban view using the toggle in the upper left corner.
Click on the "+ Task" button in the upper right corner of the page.
Fill in the New Task details, then be sure to click "Save."
If your calendar is synced within Loxo, the task will automatically appear on your calendar. You can learn how to sync your calendar in the Help Center.
Add a Task from a Person's Profile
If you don't typically work directly from your Task Board, you can still use tasks to stay organized in tandem with your typical workflow in Loxo. You can create a task straight from a person's profile, following the steps below.
From the person's profile, go to the Details section on the right.
Click the + option in the Tasks section to add a new task.
Complete the New Task details, then be sure to click "Save."
If your calendar is synced within Loxo, the task will automatically appear on your calendar. Learn how to sync your calendar in the Help Center.
Once you've scheduled your task, it will show up on the Task Board and the person's profile under the Details section. Once the task is marked as done/archived, the task will be removed from the Details section of the profile and the Task Board. Completed Tasks can still be seen in your Loxo Reports to help you keep track of the work you and your team are completing.
Submit the New Task Details
You can add tasks from multiple places in Loxo, though the information you need to add and manage will be the same across the platform. When you click to add a new task, follow the steps below to review the task details or settings.
Add the task name in the text field at the top. By default, this is "New Task."
Write a description of the task or message that is going to be completed.
Select the type of task or reminder this will be. You can choose from a general task, an email, a meeting or a call task.
Choose which Task Board this task should be added to.
Select the date, start time and the expected duration of the task.
Determine if you'd like this task to be pushed to your external calendar.
Add any jobs, deals, people or companies which you want to associate with the task.
Click "Add Task."
Mark a Task Complete
In order to progress a campaign forward or simply to remove the task from your task board, follow the steps below to mark a task as complete.
From within a person profile:
Navigate to the profile with the task.
Scroll to Tasks in the detail section on the right hand side of the profile
Either check the box to the left of the task title:
or open the task by clicking the blue title and click the green check mark at the bottom left:
From the List view on a task board:
1a. Check the box to the left of the task:
1b. open the task by clicking the blue title and click the green check mark at the bottom left of the task:
From the Calendar view on a task board:
Click on the task on the calendar:
Click the green check mark at the bottom of the task:
From the Kanban view on a task board:
Open the task by clicking anywhere on the task:
Click the green check mark at the bottom of the task:
Important reminders on completing a task:
Completed tasks will not log on the person profile in order to avoid duplicating activities as they are often tied to an activity like a phone call, email, etc. which have their own activities.
To view your completed tasks, a Task performance report will give full visibility into your completed tasks.
If a campaign stage is a task and has not been marked as optional, the campaign will not move on to the next stage until the task is marked as complete.
Duplicate a Task
If you have a task or reminder that you want to plan on a recurring or repeated basis, you can easily duplicate an existing task to save yourself the time of starting fresh each time.
Go to Tasks > List view.
Find the task that you want to duplicate.
Use the search bar to find the task you want to duplicate.
You can make sure you have selected the appropriate Task Board that holds the task you want to duplicate using the list icon in the upper right corner.
Click on the + button next to the task name to duplicate the task.
The task will be duplicated automatically, so you will see a window to edit the New Task Details. The task name will be the original task name followed by the word "duplicate."
Edit the task details for the new task and be sure to click "Save."
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