Tasks Guide

Purpose

View, filter, create, and manage tasks in Exceed. Tasks help users track follow-ups, documents, meetings, events, reminders, and other activities related to an account.

Tasks can be viewed from the main Task List menu or from the Tasks tab inside an account. However, new tasks must be created from inside an account.

Before You Start

• The related account must already exist in Accounts.
• To create a new task, you must open the account first.
• You must have access to the Task List menu or to the account workspace.
• Required fields marked with * must be completed before saving.
• A task can be assigned to an owner and may include participants, files, reminders, and calendar events.

Steps

View Tasks from the Task List Menu

1. Go to Task List > Task List from the left menu.
2. Review the task list.
3. The list displays information such as:
   • Task Type
   • Task Title
   • Task Date
   • Finished At
   • Task Link
   • Status
   • Actions
4. Use this view to monitor tasks across accounts.

View Tasks from an Account

1. Go to Accounts > Accounts.
2. Open the account you want to review.
3. Click the Tasks tab.
4. Review the tasks associated with that account.
5. Use this view when you only want to see tasks linked to a specific account.

Filter Tasks

1. Go to Task List > Task List or open the Tasks tab inside an account.
2. Use one or more available filters:
   • Period
   • Task Type
   • Status
3. Click Clear Filters to reset the list.

Create a New Task from an Account

1. Go to Accounts > Accounts.
2. Open the account where the task should be created.
3. Click the Tasks tab.
4. Click New Task.
5. Fill in the required fields:
   • Date
   • Type
   • Title
   • Description
   • Owner
6. Select the task Status:
   • Pending
   • Done
7. Add Participants if other users should be involved.
8. Click Add File(s) if you need to attach documents.
9. In the Reminder section, select whether you want a reminder for the task.
10. In the Calendar & Meeting section, select whether you want to create a calendar event.
11. Click Save.

Edit a Task

1. Go to Task List > Task List or open the Tasks tab inside an account.
2. Find the task you want to update.
3. Click the action menu for the task.
4. Open the edit option.
5. Update the necessary fields, such as:
   • Date
   • Type
   • Status
   • Title
   • Description
   • Owner
   • Participants
   • Files
   • Reminder
   • Calendar & Meeting
6. Click Save.

Mark a Task as Done

1. Open the task from the task list or from the account.
2. Change the Status from Pending to Done.
3. Confirm that the task information is complete.
4. Click Save.

Add a Reminder to a Task

1. Open the task form.
2. Go to the Reminder section.
3. Select Yes for Do you want a reminder for this task?
4. Complete any reminder information required by the system.
5. Click Save.

Create a Calendar Event from a Task

1. Open the task form.
2. Go to the Calendar & Meeting section.
3. Select Yes for Do you want to create a calendar event?
4. Complete any calendar or meeting information required by the system.
5. Click Save.

Important Rules

• Tasks can be viewed from the main Task List menu or from inside an account.
• New tasks must be created from the Tasks tab inside an account.
• Required fields marked with * must be completed before saving.
• The Owner is responsible for completing or following up on the task.
• The Status should reflect the current task state: Pending or Done.
• The Task Link shows the account or related record connected to the task.
• Files should only be attached when they are relevant to the task.
• Use reminders for tasks that require follow-up on a specific date.
• Use calendar events when the task requires a scheduled meeting or time block.

Common Issues

Issue: New Task button is not available in the main Task List
Likely cause: Tasks can only be created from inside an account.
How to solve: Go to Accounts > Accounts, open the related account, click the Tasks tab, and then click New Task.

Issue: Save button does not create the task
Likely cause: One or more required fields are empty.
How to solve: Review all fields marked with * and complete the missing information.

Issue: Task appears under the wrong account
Likely cause: The task was created from the wrong account workspace.
How to solve: Confirm the account before clicking New Task. If the task was already created incorrectly, edit it or create a new task under the correct account.

Issue: Task does not appear in the main Task List
Likely cause: A filter is active or the task date/status does not match the selected filters.
How to solve: Click Clear Filters and review the list again.

Issue: Task is still pending after completion
Likely cause: The task status was not updated.
How to solve: Open the task, change Status to Done, and click Save.

Issue: Reminder was not created
Likely cause: The reminder option was left as No or required reminder fields were not completed.
How to solve: Open the task, select Yes in the Reminder section, complete the required fields, and save.

Issue: Calendar event was not created
Likely cause: The calendar event option was left as No or required calendar fields were not completed.
How to solve: Open the task, select Yes in the Calendar & Meeting section, complete the required fields, and save.