Why use tasks?
Tasks help you prioritise your work, manage deadlines, and reduce stress. They give you clarity on what needs attention, who is responsible, and when things are due. For teams, tasks make collaboration smoother and keep everyone aligned.
How long will it take to set up?
Setting up tasks in FEA Create is quick and easy. You can create a task in just a few minutes.
Some examples of tasks
Follow up with a new lead who submitted a form
Review a course module before publishing
Send a reminder email to clients
A reminder to send an invoice to a client
How to Create a Task
Step 1:
Go to Subscribers in the left-hand menu.
Step 2:
At the top of the page, click Tasks.
Step 3:
Click Add Task.
Step 4:
Give your task a Title so it’s clear what the task is about.
Step 5:
Set a Due Date and Time if you want to make sure it’s done by a certain point. You can even make it a Recurring Task if it’s something that needs doing regularly.
Step 6:
Choose who the task is Assigned To. You can assign it to yourself or to someone on your team.
Step 7:
In Associated Objects you can link this task to one of your Contacts or an opportunity you're working on.
Step 8:
Click Save. You can either save it and add another, or just save it to finish.
How to Manage Your Tasks
Once you’ve added your tasks, you’ll see them listed on your Tasks page. From here you can:
Mark a Task as Complete when it’s done.
Edit a task if something changes by clicking the pen icon.
Delete a task if it’s no longer needed by clicking the trash icon.
