Element451

This article answers commonly asked questions about Tasks, providing quick solutions and key insights.

📌 Tasks: Frequently Asked Questions

Michael Stephenson

Eric Range

Tasks

Getting Started with Tasks

Navigating the Task Overview Screen + Editing, Deleting, Searching, and Filtering Tasks

Task Management

Creating Tasks - Manually

Use workflows to automate task creation based on user activities

Creating Tasks via Workflow

Task Notes

Task Subscribers

Learn about the Task Mode ribbon and how to activate it.

Task Mode

Tasks: Fundamentals

Learn about the properties of Tasks: Status, Priority, Type  + Task Queues and how Task Notifications work.

Task Settings + Notifications

Learn about creating, managing, and applying Task Templates

Task Templates

Task Statuses

Task Priorities

Use Queues to group tasks and keep everyone "on task"

Task Queues

Tasks: Settings + Configurations

AI Resources

Blog

Webinars

Guides & White Papers

Ask Bolt Staff Agents for Help

Resources

Integration Guide

User Community

Find answers and get help from Intercom Support and Community Experts

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Title

Track the progress of all tickets related to your company.

Tickets portal.

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Tickets

No access to tickets portal

English

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