UA  | US  | RU  |
|---|
For each client in the platform, you can add a task. Tasks act as reminders but offer more functionality.
Chats with clients for whom tasks have been added will be displayed in a special Important tab within the Chats section.
If there are chats in this tab, it will open by default when you access the Chats section.:
Types of Tasks
There are two types of tasks:
Within the Sales Plan – The task in the subscriber card will be visible to all managers assigned to the sales plan under which the task was created. However, in the Important tab, the chat with the client for whom the task was added will only be displayed for the manager responsible for that client.
Personal Tasks – Tasks that are visible only to you (other managers cannot see them).
Adding Tasks Within the Sales Plan
To add a new task within a sales plan, you need to be assigned as a manager in that sales plan and have the new deal allocated to you. After that, you can find the relevant deal, open the client’s mini card, and add a task as shown in the screenshot below.
Adding Personal Tasks
You can also add tasks for a client who is not part of any sales plan. In this case, a personal task will be created, visible only to you and not to other users.
For more convenient task management, quick filters are available above the task list.
Choose one of the following filters to quickly display the corresponding tasks:
All: Displays all tasks.
Overdue: Displays tasks that are past their due date.
Today: Displays tasks that need to be completed today.
Tomorrow: Displays tasks scheduled for tomorrow.
Current Week: Displays tasks that need to be completed during the current week.
Next Week: Displays tasks scheduled for the next week.
Assigning a Task to Another User
You can create a task for another user and also assign a task to another user.
Follow these simple steps:
Open the client’s card to which you want to attach a task (click on the client’s name).
Select the "Tasks" section.
Click the "Add Task" button. A task creation form will appear.
Name: Set the name of the task.
Description: Enter the task details.
Start and End Date/Time: Select the start and end date and time for the task.
Client: The field indicating the platform subscriber for whom the task is being created.
Connected Deal: The sales plan deal to which the subscriber is already linked. (If there is no linked deal, this field will remain empty).
Assignee: Assign the manager responsible for completing the task. The task will appear in the Important tab within the Chats section for that manager.
After filling in all fields, click the "Save" button.
Task Start Notification
As a reminder about a task, a notification will appear 5 minutes before the task’s start time. The notification will be displayed in the bottom right corner of the page, informing the assigned user about the task. Additionally, the task will be shown in the Notifications section (located at the top left of the page).
Individual Tasks Section
In the left-hand menu, you will find the Tasks section, where all tasks are displayed. Here, you can view, manage, and edit tasks.
This section offers two display options for tasks:
Table View (as shown in Screenshot 1)
List View (as shown in Screenshot 2)
Choose the view format that is most convenient for your work.
How to Add a New Task
To add a new task, click the "Add Task" button or click on a specific date in the calendar where you want to add the task. A task creation menu will open, identical to the task form in the client’s card. Here, you can fill in all the necessary fields and select the responsible person.
The Assignee field allows you to assign tasks to your managers.
If you notice that a manager was supposed to contact a client but didn’t or forgot to complete an action, you can set a task directly in the client’s card and assign it to that manager. Once assigned, the task will automatically appear in the manager's calendar as a new entry, indicating that they need to complete the task.
In the Tasks section, you can sort tasks by assignee, which allows you to track the tasks assigned to your team members and monitor their activity.
Additionally, tasks can be sorted by days, weeks, or months, giving you more control over your team’s workload and helping you manage their performance effectively.
Multiple Tasks for One Client
You can add multiple tasks for a single client by clicking the "Add Task" button.
After adding a new task, you will see an additional task displayed in the client’s card.
