Overview
The Tasks tab shows tasks connected to the people on the email. It has three views:
All tasks: every task linked to the deals on the Opportunities tab, no matter who owns or assigned it
I’m owner: tasks you own
I’m assigner: tasks you have assigned to someone
Filter tasks by deals in email
Click the deal filter dropdown (it shows All deals by default)
Search for deals or check the ones you want to see
Click Apply filter
View task details
Click on a task to see the title, description, owner, who assigned it, when it was created, and the linked contacts and deals.
Complete a task
Click the circle on the left to the task title. The task is marked as completed and leaves the list after a few seconds.
To see tasks completed in the last 30 days, turn on Show completed (last 30 days).
Create a task
Click + Create new task
Enter a title, description, and due date
Choose the owner
Add the associated people and deals
Click Create Task
For more information, contact support@zapflow.com or reach out to your dedicated Account Executive.