CRM: RE: Tasks
Learn how to create and manage RE: Tasks linked to your CRM contacts and companies.
What is an RE: Task?
An RE: Task stands for “Related to” Task. It’s a lightweight, informal task that connects to a particular CRM record—either a Contact or Company.
You create an RE: Task by selecting the relevant CRM record and designating a team member to handle it. This approach is ideal when you need a quick, record-specific task that doesn’t require a full Project structure.
How do I create an RE: Task?
You have two options: build your RE: Task within Unificus itself, or use the Project Toolkit.
Creating an RE: Task in Unificus
Start by going to CRM > Contacts or CRM > Companies and finding your target record.
Next to your Contact or Company, you’ll see an Options menu (three dots). Click it and choose RE: Task.
Alternatively, open the Contact or Company to view its CRM Dashboard. On the right side under “Available Automations,” select Create RE: Task.
A form will pop up where you can enter the Task details.
CLICK HERE to learn about creating Tasks
Once you save it, the assigned team member gets notified and the RE: Task shows up in their My Tasks list.
Creating an RE: Task in the Project Toolkit
If your team has Project Toolkit access, go to Projects > My Tasks and click the +ADD TASK button.
A form will appear where you can fill in your Task information.
Where do I find assigned RE: Tasks?
To view RE: Tasks for a specific Contact or Company, open their CRM Dashboard. Hover over the Projects tab in the top menu and select RE: Tasks.
You’ll see a complete list of all RE: Tasks for that record.
Click Open to view a task, or use the + Re Task button to quickly add a new one.
Team members can also see all their tasks—including RE: Tasks—by navigating to Projects > My Tasks.
Each RE: Task appears alongside your other tasks and displays a label showing which Contact it’s associated with.