Creating and editing tasks

You can create and update tasks in multiple places across BoldSales. This guide shows you how to add task details, assign owners, associate records, and make updates whenever information changes.

Ways to create a task

You can create a task from several places in BoldSales:

• From the tasks listing page: Go to Activities > Tasks, then click + Task.
• Using the global add icon: Click the + icon in the top navigation bar and select Task from the dropdown menu.
• From a record detail page: Open the Contact, Company, or Deal record you want to associate the task with, click the Tasks tab, and then click + Task.
• From the home page: Locate the Tasks widget and click the add icon.
• Using keyboard shortcut: N + T.

Adding task details

To create a task, fill in the required details in the task form. The form contains these fields:

• Subject (Required) - Enter a clear title for the task. This is the main identifier for your task.
• Priority - Select the urgency level for the task (e.g., High, Medium, Low).
• Owner - Choose the user responsible for the task.
• Description - Add detailed notes or instructions related to the task.
• Due date (Required) - Specify when the task should be completed.
• Type - Select the task type.
• Status (Required) - Indicate the current state of the task (e.g., Open, In Progress, Completed).

Associating a task with records

Link tasks to related records, ensuring all activities stay connected to the right context.

• Expand the quick form to view all the available fields.
• In the Create Task drawer, click Associate records, which opens a dialog.
• Search and select the records (Contacts, Companies, Deals) you want to link.
• Click Update Association to confirm.

The associated task will appear in the Tasks tab on each record’s detail page and the tasks listing page.

Assigning an owner

Every task needs a responsible person to ensure accountability. Use the Owner field to assign the task.

• In the quick form, click Assign to me to assign the task to yourself or search for another user from the list.
• In the Create Task drawer, click the Owner dropdown to assign the task to any user.

Each task can only have one owner.

Saving the task

After entering all the required details, you need to save the task so it appears in the activity list.

• Review the fields in the form to ensure everything is correct.

• Choose one of the following options:
  Create & Stay: Saves the task and keeps you on the create form for further updates.

  Create: Saves the task.

Once saved, the task will appear in the following places:

• The tasks listing page: Under Activities > Tasks.
• The Tasks widget on the home page: The task will appear based on the default view you have set in the Tasks module.
• The associated record’s Tasks tab: If the task is linked to a Contact, Company, or Deal, it will appear under that record’s Tasks tab.

Updating task details after creation

You can edit an existing task if any information changes after it has been created.

• Locate the task you want to update.
• Click on the task to open its detail page.
• Click Edit or the pencil icon next to the field you want to change.
• Click Save to apply the changes.

Viewing the task timeline

The Timeline provides a complete history of changes and actions taken on a task. This helps you track updates, automation events, and user interactions. To view the timeline, click on the task to open its detail page.

Under the Timeline tab, you can view all details such as what changes were made, who made them, and when they occurred.
Example:
Field: Owner
From: None → To: Chloe Ava
Updated by System Automation at 11:58 AM

You can use the Filter option to narrow down updates by:

• Count – Filters based on the number of recent updates.
• Date range – Filters the updates in the specific time period.

You can then narrow it down further by who made the changes.

Added by – Choose who made the changes:

• All – Shows updates made by all users accessing the record.
• User – Manual changes made by a specific user.
• Workflow automation – System-triggered updates.
• Auto assignment automation – Automatic assignment changes.
• Click Apply to see the filtered timeline results.

Attaching files to a task

You can upload documents or supporting files to a task to keep all related information in one place.

To attach a file to a task:

• Click on the task to open its detail page.
• On the task detail page, click the Files tab.
• Select Click to upload to upload your file by either dragging and dropping it into the upload area or selecting it manually.
• Once uploaded, the file will appear under the Files tab of the task.

Frequently asked questions (FAQs)

Can I associate a task with multiple records?

Yes, you can link a task to multiple Contacts, Companies, or Deals using the Associate Records option.

Does the timeline show automation updates?

Yes, the timeline logs all changes, including updates made by workflow automation.