Collabspot organizes your tasks for Highrise

  • Create, view and edit a task
  • Manage your Tasks list


How to Create a task?

 


  1. Open the contact or company’s profile from the sidebar and click on the Plus (+) button on the lower left hand corner of the sidebar.
  2. Select New Task.
  3. Enter the details of the task.
  4. Click on the ✔ Button to save the task.


How to View a task?

 


  1. Open the Contact/Company’s profile via the sidebar.
  2. Scroll down to Tasks.

 


How to Edit a task?

 


To edit a task you will have to do this directly from Highrise.

  1. Open the contact’s profile from the sidebar.
  2. This will re-direct you to log-in to Highrise. From there you may edit the task.

 

How To Manage Tasks List


You can manage your tasks right from your Inbox. 

By default, the Tasks list are partially hidden. Click Show All to view all the list of tasks that you are assigned to.


 




You can view a list of the one due for the day. Click Refresh to get the latest changes or if you want to return to default view or partially hide the tasks list, just click Hide others. 


 




Mark them as completed, write an email to the associated contact Or postpone to a later date right before you even start to read your emails.