Add a task for a contact

Overview

A task ties a follow-up to the person it is for, so the next call, note, or check-in with your sphere does not depend on memory.

You can add one right from a contact's record. Grove fills in the contact for you, and the task shows on that contact's Tasks and Activity tabs and on your All Tasks list.

Steps

1. Open the contact and click the Tasks tab. You will see any open tasks for this person, grouped by when they are due.

2. Click Add Task. The Add Task window opens with the contact already filled in.

3. Type what needs doing in the Task name... field. This is the only required field.
4. Optional: click Due Date and pick a day from the calendar.

5. Optional: click Priority and choose Urgent, High, Med, or Low.

6. Check the contact chip. A task is for one person, so picking a different name replaces the one shown. To switch, click the name and search, or click Clear selection.

7. Click Save.
8. The task now shows on the contact's Tasks tab with its due date and priority.

Good to know

• Prefer a shortcut? The checkmark icon under the contact's name opens the same Add Task window, with the contact already filled in.
• The Log Activity drop-down arrow also has an Add Task option. From there the Person field starts empty, so pick the contact yourself before you save.
• The contact's Activity tab logs it too ("You created a task..."), so the full history of your follow-ups with this person stays in one place.

• Every task you add also lands on the All Tasks page (the checkmark in the left menu), with the contact listed under Person and a status of To Do.

Troubleshooting

• "Please enter a task name." You clicked Save with the task name blank. Type a name, then click Save again.