Capsule

What are tasks and calendar, and how can I use them?

Tasks provide a simple way of creating a reminder of something you need to do. They can be used as a reminder for such things as a meeting, phone call or submission deadline. You can link tasks to contacts, opportunities and cases or you can simply add a task as a reminder for yourself.

The calendar gives you a month by month view of all open tasks, including those from tracks.

How do I know what tasks are due?

You have several ways to get reminders of your tasks (including those tasks open in tracks):

• on your dashboard. The dashboard displays all tasks assigned to you that are due today, within the next 7 days and are overdue.
• as an email reminder for all tasks due today.
• as a month by month view on the calendar. You click Calendar and Tasks > Calendar.
• as a list or report.
• as an iCal subscription feed to your desktop calendar application.

What is the automatic email reminder and how do I set it up?

Capsule will automatically send you a task reminder email at the start of each day. It includes tasks that are assigned to you and due for the day. If you'd prefer not to receive the reminder, click on More > My settings and tick off 'Task Reminders':

Where do the tasks come from and how can I edit tasks in the calendar?

The calendar is a view of all active tasks, including those in tracks. You can filter the view to a specific user and/or category:

You can edit a task in the calendar by hovering over the task and then selecting the edit icon:

You can also drag and drop a task to a different due date.

What are task categories and how do I set them up?

You can categorize a task for easy identification and for use in filtering when creating a report or list of tasks. You can use the pre-defined categories or create your own at the time you are creating a task:

You can amend the categories to better suit your business needs by clicking Calendar and Tasks > Categories:

How do I get a list of tasks assigned to me or other users

You get the list by clicking Calendars and Tasks > Tasks. The tasks display from oldest to newest. You can switch to a view of your tasks or another user by using the 'assigned to' filter:

How do I view a completed task?

As you successfully complete tasks, they are removed from your dashboard, calendar and list of active tasks. You can see each completed task in the history of it's linked contact, opportunity or case.

You can get a full list of completed tasks by clicking Calendars and Tasks > Tasks and filtering for Completed:

How do I get an automatic feed of tasks into my calendar application?

If you use Apple iCal, Microsoft Outlook 2007 (or later) or another application that supports iCalendar format you can subscribe to your tasks and view them on your calendar. This is a one way feed from Capsule to your calendar program. To update both Capsule and your calendar, you need to add and update tasks in Capsule.

To begin your iCalendar subscription, you click More > User Settings and select Calendar Subscriptions and Feeds. Follow the onscreen instructions.