Cleaning Up and Organizing Tasks

Task Cleanup After Import

After a data import from, for example, TntConnect all your tasks are populated in MPDX.

• Go to the the Tasks page.

Organizing Overdue Tasks

If you have overdue tasks, that are expired, you can mark them complete or delete the tasks.

Specific Overdue Tasks

• Click on the drop-down on the top left and select Overdue.
• All the Overdue Tasks will be displayed on the right.

• Click on the Checkbox (now dark blue) to Select Specific Contacts.
• Click on the Actions button, then choose Complete Tasks or Delete Tasks.

All Overdue Tasks

• Click on the Select button and choose Select All # Tasks, i.e., All 9 Tasks.
• Click on the Actions button, then choose Complete Tasks or Delete Tasks (see above).

Organizing Tasks with Tags

For Tasks that were imported from Google or TntConnect, a Tag can be added to more quickly identify them.

Organizing Imported with Tags

• On the top left, select All (left)
• Click the Select button and then Select All # Tasks, i.e., 20 Tasks.

• Click on the Actions button.
• Then select Add Tags.

• Under Create New Tags, type the Tag Name, i.e., TntConnect.
• Press Enter and then click Save.

• The tag, i.e., TntConnect, will be located under the Tags section to the left.

Prioritizing Tasks

Another way to organize tasks is giving them starred status.

• On the top left, select Upcoming tasks.
• To the right of any task, click on the Star icon to make it a priority (blue star).

• On the top left, select Starred to display all starred tasks.
• Note that each task has a blue Star icon to the right.

For more information on Tasks, click this link: Create, Edit, and Log Tasks.