Using this tool as a Minimalist
Step One: Delete Old Tasks
In the tool, you can remove clutter by deleting all of your current tasks to simplify what you see. Over time, when tasks are added and forgotten, or you've set task notifications that have gone ignored, your tasks can accumulate and overwhelm. If this is true for you, we recommend that you clear your task list and start fresh with something motivating and manageable.
You can clear your task list by going to the Tasks tab, choosing "Select All" from the Select dropdown menu, then choosing "Delete Tasks" from the Actions dropdown menu. When prompted, click "Yes" for a blank Tasks page.
Step Two: Set Notification Preferences
To refocus your efforts and simplify what you see in the tool going forward, we recommend refreshing your Notifications. You know best what information you need to know, what time is best to see it, and where you prefer to receive the notifications you consider important.
In the tool, when you visit Settings, then Preferences, you can choose the Time Zone and Time To Send Notifications. Then, visit Notifications to select and deselect the notification types that are useful to you and choose where you would like to see them: In App, Tasks, or by Email. These settings can be changed at any time - just be sure to click "Save" before you exit the screen.
Step Three: Use Stars
You can use the Stars feature (available for both Tasks and Contacts) to Add Task or Log Task for Contacts. To add stars to the contacts you want to contact next, visit the Contacts tab. Click the star to the right of the contact you want to select, for each contact you want to select. Click again to deselect a contact.
Once you are satisfied with the contacts you’ve selected, you can filter by starred contacts with the stars filter. You will know the filter is selected when the top star appears blue, or filled in. Click again to deselect the star filter.
Step Four: Create Tasks
Once you have filtered by stars you can choose Select > Select All. Then go to the Actions dropdown menu and choose Add Task to create a task for the associated contacts. If you have different tasks for each starred contact, you can Add Task for each contact independently.
Once you’ve created your tasks, you can view them on the Dashboard on web, or mobile ( iOS or Android) under the To Do This Week, Tasks To Do This Week section. The Dashboard is designed to only show 3 Tasks, keeping your to do list manageable.