The way I like to define the difference between KW Command Tasks and Activities is that Tasks are “to-do’s” and Activities are noteworthy interactions.
Create a New Task
You can create a new task from a contact record or by accessing the tasks applet from the left-hand column.
From the Contact Record, click Tasks (right-hand side of the record towards the top) and + Add Task.
Keep in mind that any task entered will appear on the contact record tasks and in your dashboard.
Enter The Following:
- Task Name
- Check All Day if you want no specific time listed. Uncheck to add a time
- Due Date
- Task Description
- Hyperlink if there is a link that coordinates with your task. Link is not visible to the client.
Here is what the Task looks like in the contact record.
Here, you can click on the dots on the left to drag it to a different order if you have multiple tasks.
You can snooze it and you can archives it.
Checking the Box, Marks it complete.
If you click on the task, the task opens like this:
When you click on the tasks applet in the left column, you can open the Tasks dashboard. You can sort your tasks by the date due and filter by contact tasks and opportunity tasks.
Here, you can see your tasks that are:
- To-Do (Scheduled)
Creating a Task from this dashboard is the same as creating a task from a contact record except you’ll notice a button to assign a contact. Since you are in the general dashboard, the contact is not present as it is when you assign a task from a contact record.
From the Tasks Dashboard, you can snooze and archive a task.
Create an Activity
An activity is a noteworthy interaction. While you can create a future event, it does not add it to your tasks. It simply makes a note.
In my opinion, this is best used to note a two-way communication that occurred.
You can note a future meeting, but using the calendar and tasks would be more efficient to use as reminders and scheduling.
To Create an activity from a contact record, click the blue plus sign at the bottom right-hand corner.
Options will appear:
- Activity (interaction)
- Note (general note about the contact)
- Calendar (opens your google calendar to schedule and share an event)
Note the has responded checkbox. Be sure to verify the contact was removed from the campaign as this may not be fully functioning yet in KW Command.
The Activity appears in the Contact Record timeline. It’s not editable. It does not assign any reminder, task, or calendar event. It functions most like a note.