This entry was filed under Managing Contacts,Managing Schedule.

Setting up tasks regarding to a specific contact profile

Creating follow-up tasks for specific contacts is very easy in Pagico. Just open up the contact profile (create one if you need), and type in the task name and due date.

After typing in the information, just hit “enter” to save it as a task.

Tasks in contact profiles doesn’t have to have a due date. But only tasks with a due date will be listed in the schedule flowchart, as well as in the "upcoming tasks" section in the sidebar.

Related posts:

  1. Upcoming tasks in the sidebar
  2. Setting up “Start Date” for tasks
  3. Manipulating tasks in the schedule flowchart
  4. Activities
  5. Setting up tasks (todo lists) in projects

One Contributed Note

  1. Olivier
    Posted February 10, 2011 at 6:38 am | Permalink

    Hi, is there a possibility to link a (follow-up) task with a project (not a copy) and vice-versa? This would help me to keep overview of the key tasks my team has – no need to share it online/by email. Thanks.

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