Keeping a Task list is one of the ways to better organize our lives and our businesses. Tasks and To-Dos can be assigned to yourself, or to anyone else on your team. If you assign a Task or a To-Do to someone else, it will show up on their Task list.
Definitions:
Tasks: A Task is related to a specific contact such as "Complete new account paperwork".
To-Do's: A To-Do is like a task, but it is unrelated to a contact. An example is "Prepare quarterly tax return".
Work-flow: A workflow consists of a sequence of connected steps. It is a depiction of a sequence of operations, declared as work of a person, a group of persons.
Steps
Tasks can be simple, or they can have multiple Steps. A multi-step Task would be one where you need to do several things, sometimes by different people, in order to complete the Task. The Steps or ordered so that you can complete them in the proper sequence. This is a better way to organize workflow such that you do reduce the complexity of getting things done. A 3-step task is much better than three, separate, discrete tasks.
Task Types
If you find that you are doing the same tasks over and over again, it is better to write out the task and the steps one time and just assign it. On the Admin page, you can create as many Task Types as you wish. The tasks can be simple, or they can have multiple steps. Then, when you are creating a new Task, you will see a list of all the Task Types you created. Simply click on the Task Type and it will pre-fill the task and steps. This makes it much quicker to assign new Tasks.
Recurring Task
You can make your tasks repeat at regular intervals. When you create a new task, just click the button next to Weekly, Monthly, Quarterly, Semi-Annually or Annually and the task will repeat on that interval.
Assign a Task
A task is an action related to a specific contact that has been selected and can be assigned as a reminder for you to do something or assigned to someone else on your team to complete.
Feature Video: Assign a Task
Assign a To-do
A to-do is like a task, but is NOT related to any specific contact, and can be assigned to you to complete, or to anyone else on your team.
Feature Video: Assign a To-do Item
My Tasks
This section will show you all the tasks that are assigned to you, the date they are do, the tasks you have completed today, the priority of each task, and those that are overdue.
Feature Video: My Tasks
Activity Reports
This section will allow you to pull a variety of task and to-do reports to better enable you to manage your activity as well as others within your company.
Feature Video: Activity Reports
View Task Manager
This function allows you to monitor the performance of task completion and how well you and others are doing to meet your company's service standards.
Feature Video: View Task Manager