Schedule tasks, events and calls

Activities are the things you do around a deal: tasks to finish, events to attend and calls to make. They show up on Home, on the related record and on the Calendar.

Add a task

1. Open Activities. The Tasks tab is the first one.
2. Choose Task. A panel opens.
3. Enter the Task Name and a Due Date.
4. Use Related To to link it to a contact, company or deal.
5. Set Status and Priority, and pick a Reminder if you want one. You can also set Repeat to Daily, Weekly, Monthly or Yearly.
6. Choose Save.

Defaults are Not Started, Normal priority and a due time at the next full hour.

You can also create one from a record: open it, go to its activities, and choose Task, Event or Log call. The link to the record is filled in for you.

Schedule an event

1. On Activities, open the Events tab and choose Schedule Event.
2. Enter the Title, From and To. Both times are required. Tick All day if it has no times.
3. Add Location, Related To and Participants if they matter.
4. Choose Save.

Log or plan a call

1. On Activities, open the Calls tab and choose Log a Call.
2. Pick the Call Type: logged for a call that happened, scheduled for one coming up.
3. Set the Direction, Call To (a contact), Call Start Time and Subject.
4. After the call, record the Call Purpose, Call Outcome (for example Interested or Left voicemail) and Call Result.
5. Choose Save.

The Calls tab also has Set up Phone Calling, which opens the phone settings. Once that is done you can use Call on a contact, company or deal record. Call only shows when the record has a phone number, and you must be set up as an outgoing user for a number (if you are not, it tells you to ask an admin). Bigin times the call and asks you for the outcome and notes when you choose End call and log.

Finish a task

• On Home, choose the tick next to the task in My tasks.
• On a record's activities, choose Complete. It becomes Reopen if you change your mind.
• On the task itself, choose Mark as completed.

Overdue tasks stay at the top of My tasks with the date in red.

Use the calendar

Open Calendar to see tasks, events and calls together.

• Switch between Month, Week and Day. Today and the arrows move you through time.
• Turn Tasks, Events and Calls on or off, or filter by owner and choose Apply.
• Drag an item to another day or time to reschedule it.
• Choose Event to add a new one.

Back to Work your pipeline, or look at Get started with Bigin.