Task Action Items

Mothernode Tasks can include sub tasks known as Action Items.

This optional step lets you add one or several  Action Items or sub tasks to your task template. You can begin by click the Add Action Item(s) button.

Add each Action Item one at a time.

When completed, your Action Items will be listed in your templated grouped by category. You can resort the Action Items in any particular order.

Advanced Tasks with Action Items will appear in a condensed format in records such as Leads and Opportunities, Customers, and Contacts. User can check off completed items quickly.

 

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