Create and use Contact Tasks

Updated March 12, 2026 14:49

When logging an activity or a task, you will notice the creation, distribution, and details are identical. However, it is important to understand how and when to use each.

A task is used to note an upcoming "to-do" — for example, leveraging the task type "Client Visit" and including your colleague(s). When you select the calendar icon, you will be taken to your email account where you can send the invite out.

Logging a Task

You can log a task from the following places in Avionté.

Contact Profile

Contact Profile

Contact Profile > Quick Actions widget

On the Contact tab.
Click on the Quick Actions widget.
Click on Create Task.
Fill out the following information in the Create Task window:
- Time Zone – Confirm the time zone for the task being logged.
- User – Select the user logging the task. You can log on another user's behalf by selecting their name from the dropdown.
- Activity – Select the task type from the dropdown (e.g., Call Scheduled, Client Visit, Meeting Scheduled). The values available are configured by your administrator and may vary by organization.
- Date and Start – Set the date and start time for the task.
- Details/Results – Select a value from the dropdown if applicable. This is a searchable field; begin typing to filter available options. The values available are configured by your administrator and may vary by organization.
- Message – Add any notes or details in the text field. Any message you compose can also be saved as a Template for future use. Access saved Templates from the Templates dropdown or save a new one with the Save icon beside the dropdown.
Click the Submit button.

Contact Search Page

Contact Search Page

Contact Search page – via Mass Actions

On the Contact Search tab.
Select the contact(s) to add the task.
Click on Mass Actions.
Click on Add Tasks.
Fill out the following information:
- Time Zone – Confirm the time zone for the task being logged.
- User – Select the user logging the task.
- Activity – Select the task type from the dropdown. The values available are configured by your administrator and may vary by organization.
- Date and Start – Set the date and start time for the task.
- Details/Results – Select a value from the searchable dropdown if applicable. The values available are configured by your administrator and may vary by organization.
- Message – Add any notes or details in the text field.
Click the Submit button.

The tasks will be displayed on the Tasks sub tab.

Adding Additional Users to Tasks

When logging a task, you can log it on another user's behalf by selecting their name in the User dropdown. If multiple users are involved, you can add each of them to the task as well.

Adding Users or Additional Recipients

Click on the Add Activity User or Include additional email recipients button.

Example of including additional recipients:

Invite via Calendar

Invite via Calendar

You can also send a task receipt to each user and allow them to sync the task with their calendar.

Once the Calendar checkbox is checked, it also checks the Email checkbox and adds the Email Subject field.

Viewing Tasks / Tracking

Note: Avionté keeps track of both the assigner and the assignee. You can view the log date versus the assigned date by hovering over the task.

Tasks are displayed on the Tasks sub tab of the Contact Profile. Each logged task shows the task type, date and time, and the user who entered it.