Legacy Apto: How to Set a Task

How to Set a Task


Here's an image displaying the 11 steps to set a task, as outlined below:

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  1. Navigate to a Contact Record (ex: Lando Lordissian).  

  • Pro-tip: you can set a new task from any object, but for purposes of this article we will set it from the Contact object.
  1. On the right-hand side of this contact’s record, under Activity, make sure the New Task tab is selected.

Here's an image displaying step 2:

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  1. Fill out the task subject (“Call”, “Follow up regarding X”, etc).
  2. Double check to make sure the correct person is assigned the task. It will default to your name, but you have the option to re-assign this task to another member of your Apto org if you choose.
  3. Pick a Status from the drop-down menu.
  4. Choose a Task Subtype from the drop-down menu.
  5. Select a Due Date, signifying when you want this task to be completed.
  6. Set a Priority from the drop-down menu. This will default to Normal.
  7. Choose a Related to object and record. This can be related to any object (property, company, space, etc).
  • Pro Tip: You can connect multiple contacts to one task. The contact from the open contact record will auto populate (ex: Lando Lordissian)

Here's an image showing the contact field auto populated:

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  1. Best Practice: leave a comment in the Comments box to add context for future reference. This is optional, but recommended.
  2. Select a marketing phase, if applicable. This is optional.
  3. Click Save.
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