Introduction: This article guides how to efficiently create tasks, assign them, and keep track of your own tasks or those assigned to others within the CRM.
Creating Manual Tasks:
Step 1: Begin by opening the journey where you want to add a task. Click on the "Schedule Activity" option.
Step 2: In the activity scheduler, choose the type of task you want to create; for instance, "To Do."
Step 3: Provide a task description or summary, such as "Call back to reschedule."
Step 4: Optionally, add any additional notes in the provided box.
Step 5: Specify the due date for the task to ensure timely completion.
Step 6: Assign the task to yourself or any other user within the system.
Step 7: Finally, click on the "Schedule" button to create and schedule the task.
Your newly created task will be visible under planned activities, providing a centralized location for tracking.
Viewing Tasks:
Step 1: To view all your tasks across all journeys, navigate to "My View."
Step 2: By default, the system will display all tasks assigned to you.
Step 3: If you need to see tasks assigned to others, uncheck the "My Activities" option in the search bar. This will reveal a comprehensive list view of all tasks.