Advanced Tasks
Importing Tasks
To import tasks you will first need to navigate to the Import / Export pane:
- Settings
- Import / Export
- Click the dropdown
- Select Tasks
Exporting Tasks
Follow the above navigation to the Import / Export pane.
- Click the Export dropdown, and select tasks.
- Select the collections from which you'll export the tasks.
Showing Tasks in Parent Records
This feature will enable you to see tasks from a parent record, for example if you have Contacts that have a Company field, you can go to contacts and and enable tasks to be seen from the Parent Company whenever a task is added to the Contact.
- Navigate to the Tasks Pane of the Collection Configuration.
- Select the Toggle for the Parent Collection you want to show your tasks in.
- Click Update to save the changes.
Task Permissions
To learn about how to set permissions for tasks, please refer to the Task Permissions Section