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Video Tutorial

This article will guide you through the process of navigating the task management interface under the “Manage” section. Step 1: Start by clicking on the “Task” option. This will display a list of tasks, which could be manually created or automatically generated from a note-taking meeting. Step 2: Look for the gear icon next to the task. This icon is used to manage status templates. Step 3: Here, you’re able to manage all the statuses. You’re free to change the color of the status, delete it, or rename it. Step 4: After making changes, remember to hit the save button. Step 5: Click on All Tasks to view all tasks, regardless of their assignment. Step 6: To view tasks assigned to you, click on My Task. Step 7: Tasks that have passed their due date will be found under My Overdue Tasks. Step 8: Tasks within the organization are located under Internal Task, while tasks outside the organization are under External Task. Step 9: Tasks can also be displayed based on their status: open, done, or archived. They can also be displayed based on all accounts or just your book. Step 10: To manually add a new task, use the Add Task icon. Step 11: Use the filters to sort through the account type, title tags, etc. Step 12: To edit multiple tasks at once, click the checkboxes next to the tasks you want to update. A bar appears showing how many tasks are selected (for example, 3 selected) — click the X on the bar at any time to clear your selection.
  1. In the bar, open the Select field to edit… dropdown. You can type in the search box to quickly find the field you need.
  2. Choose the field and enter the new value. You can bulk edit Title, Due Date, Priority, Assignee, Description, Status, and Tags, as well as most task custom fields.
  3. Click Apply to Selected to update every selected task in one go (the button shows Applying… while the change saves), or Cancel to back out. A “Tasks updated successfully.” confirmation appears when the update completes.
A few custom fields are view-only in bulk edit — for example, fields that link a task to an account or an external contact. Edit those on the individual task instead.

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Sorting the Task List

Click any column header to sort the list by that column; click again to reverse the order. This works for standard columns (due date, status, account) and for any custom-field columns your admin has added to tasks.
To show task custom fields as columns, open the Customize menu on the Tasks page and use Select Fields to Display to pick which fields appear in the table.
Open a task and click the share icon (tooltip: Copy Link). A direct link to that exact task is copied to your clipboard — paste it in Slack, an email, or anywhere else. Anyone in your Statisfy organization who opens the link lands directly on that task.

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Saving Task Views

The Tasks page supports saved views, just like Accounts: set up your filters and columns, then save them as a view you can switch back to any time from the view selector. See Creating a New View — the same steps apply here.