Managing Tasks
Viewing tasks on the Dashboard
Task Preview
This view is just for display only and the event is not editable from here.
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You can see the Lead Type and Lead Owner (agent) which is pulled from the related lead. After that is the title, due date, who it was assigned to, who created the task, and a full description of the task.
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To jump to the related lead, just click on the “Go To Lead” button and it will take you to the Lead detail screen.
Filtering the Tasks
The first filter is by agent and if you select the agent from the list, then it will only show tasks assigned to that agent.
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The second filter is for what the task is related to. If you select “Leads”, then it will only show you tasks related to Leads and if you select “Contact”, then it will only show you tasks related to Contacts, etc.
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The “Clear” button will reset the filters back to unspecified so that all tasks will show.
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The “Apply” button will refresh the task list based on the filters you specified.
Viewing a Task from the Tasks Tab
This tab shows a list of all tasks for the Lead/Contact/Deal sorted with the oldest on the top.
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It shows the task title, who it was assigned to, the due date and status.
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The status of the task is color coded and the legend appears on the top. When you first schedule a task, it will show as Upcoming in yellow. When the due date is passed and it has not been completed yet, then it will show red for Pending. Lastly when the task is Completed, it will turn green.
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To complete a task, just click the checkmark icon on the right side of the task.
Create a New Task
On this view you will need to enter a title, the agent who is responsible for the task, the due date, and a description of what the task is.
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When you are done, click the “Save Task” button in the lower right to create it. If you click the X button in the upper right the window will close and your data will not be saved.
Filtering Tasks in Tab View
You can filter the tasks in the Tab view by clicking in the filter icon on the upper left hand side.Â
