In This Chapter
Creating tasks and linking them to contacts
Completing a task
Delegating work to teammates
Searching the task list
In this chapter, you find out how Business Contact Manager keeps track of tasks. These are the same tasks that are part of Outlook, except you can link them to contacts, accounts, or opportunities in BCM.
Why do you want to use tasks, you ask? You remember things you have to do — you have a memory like an elephant, right? Well, time management gurus have said for decades that the way to reduce stress in your life, be more productive, and accomplish more with greater efficiency centers around managing tasks. The number one rule: Get stuff out of your head and into a task management system, either on paper or on a computer. If you choose to do this on a computer, you have BCM to help! After you enter a task into BCM, your head is lighter, and BCM helps you keep track of what needs to be done and when it's due. And even after you've completed a task, you have a record of it in BCM's communication history so that you can refer to it when necessary.
So, if you want to lose weight in your head and be more effective in life, discover how to use tasks!
In Chapter 19, you find out about tasks that are part of projects. Those show up differently from the tasks we discuss in this chapter. Project tasks are designed for working with teams of users and are linked to specific projects. These tasks are the same tasks that are ...