Tasks and appointments help you plan, track, and follow up on your work in Tribe. They are useful for managing customer relationships, sales opportunities, and ongoing projects without missing important actions. You might use tasks to plan follow-up work or appointments to schedule meetings with customers or colleagues. By following this guide, you will learn how to create and manage tasks and appointments and link them to the right activities.
Table Of Contents
Why Should You Use Tasks And Appointments?
How Do I Create A New Task?
How Do I Create A Task In An Existing Sales Opportunity?
How Do I Create A New Appointment?
How Do I Create An Appointment In An Existing Sales Opportunity?
Quick Summary
Why Should You Use Tasks And Appointments?
Tasks and appointments support structured follow-up and help you keep promises to your relations. Both can be linked to relations and activities, giving you clear context for each action. Tasks appear in your open tasks list, while appointments appear in your calendar on the planned date and time. This helps you and your colleagues stay aligned and organised.
How Do I Create A New Task?
Open My Workspace.
Locate the My Open Tasks widget.
Click the Three Dots icon and select +.
Enter the required task details.
Select a Relation and Activity if the task relates to them.
Select a colleague under Assigned To if someone else should complete the task.
Save the task.
The task appears automatically in the open tasks list for the assigned user.
Did you know?
When you start a new activity, such as a sales opportunity, Tribe automatically creates an initial task linked to that activity.
How Do I Create A Task In An Existing Sales Opportunity?
Open the relevant Sales Opportunity.
Select the Activities tab.
Click + Task.
Enter a clear subject describing the action.
Select a colleague under Assigned To if required.
Enable Include In Calendar if the task should appear in the calendar.
Save the task.
The task is linked to the sales opportunity and appears in the assigned user’s task list.
How Do I Create A New Appointment?
Open My Workspace.
Open the Calendar.
Click a date and time or select +.
Choose Appointment.
Enter the subject and details.
Link the relevant Relation and Activity.
Select the correct Owner if scheduling for a colleague.
Save the appointment.
The appointment appears in the calendar on the scheduled date and time.
How Do I Create An Appointment In An Existing Sales Opportunity?
Open the relevant Sales Opportunity.
Select the Activities tab.
Click + Appointment.
Enter the subject and appointment details.
Select the correct user under Assigned To.
Save the appointment.
The appointment is linked to the sales opportunity and added to the calendar.
Quick Summary
Tasks and appointments help you manage follow-up and planning in Tribe. You can create them directly or link them to activities such as sales opportunities and projects. Using tasks and appointments ensures actions are visible, scheduled, and connected to the right context.