Follow up: tasks and further leads

A task reminds you or a colleague of the next step. A further lead with a customer records a new attempt, separate from the first.

On iPhone and iPad

01Open the lead or customer and tap Create task in the Tasks section. On a lead, Plan action works too.
02Enter a Title and choose a person under Assignee - or a whole department under Departments.
03Set Due on and the priority if you need them, then tap the checkmark at the top right.
04For a further lead, open the customer and tap Add lead in the Leads section. The customer is already chosen.

01Open the lead or customer and click Create task in the Tasks section, or click Create task on Home.
02Enter Title and Assignee, and Due on if you need it.
03For a further lead, open the customer and click Add lead in the Leads section.

A task needs a title and an assignee - a person or a department.
A task for a department appears for everyone in it on Home under Team. Whoever takes it over has it on their list, and it leaves the lists of the others.
You get a notification when you are given a task, when one of your tasks changes and when a task is waiting in your department. For tasks you created, it comes when someone takes one over, starts it or completes it. Switch each kind on or off under Settings > Notifications.

I get no notification about new tasks.: Check under Settings > Notifications in ord1nary that the kind is switched on, and in your device’s Settings that ord1nary may send notifications.
ord1nary does not save the task.: A task cannot be saved without a title and an assignee. Enter both.