Ploomes

Learn how the Tasks module works to organize activities and track appointments.

What is the tasks module?

Learn how to create tasks in Ploomes to organize activities related to customers and opportunities.

How to create tasks?

Learn how to view tasks and identify delays in the Tasks module.

How to view tasks and identify delays?

Learn how to connect your Google Calendar account to Ploomes and synchronize your tasks.

How to integrate Google Calendar to Ploomes?

Learn how to connect Outlook 365 to Ploomes and automatically sync your tasks.

How to integrate Outlook 365 (Calendar) with Ploomes?

Understand why the "No results found" message appears in the Outlook integration and how to fix it.

Why does no calendar appear in the Outlook integration?

Understand which tasks can be viewed and how to identify if they are personal or linked to customers and deals.

Can I view other users' tasks?

Learn how to change task dates in bulk through the Tasks module.

How to bulk edit task dates?

Bianca Almeida

Daphne Galvão

João Pedro Ledo

Tasks and interaction records

Universidade Ploomes

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