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CRM TODO / activity Autotask
Posted by The Team at Mindmatrix on 13 August 2018 06:25 PM

Reference this article to get started with ToDo notifications from Mindmatrix. http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/507/0/how-do-i-create-smartlist-notifications#gsc.tab=0 

 

This article will display how todo activities are generated for Autotask . 

ToDo for Autotask can be generated under Contact or Opportunity. 

Within Mindmatrix contact todo will be generated using the referenced article here

Autotask CRM holds activities in the Todo module, as well as inside of each of the mentioned areas. Screens shots are below.

 

Dashboard / Contact:  

Dashboard Todo Widget

From Contact Screen: 

 

Opportunity: 

Opportunity todo

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