Tasks Overview ⚙️ 🛠️

Creating and Managing Tasks in the System

Objective

This SOP outlines the steps for creating and managing tasks effectively within the system to ensure proper follow-up and organization.

Key Steps

1. Determine Task Type and Recurrence 0:32

• Identify if the task is recurring or not.
• If recurring, specify the cadence (e.g., every hour, day, week, etc.).
• Set an end date or a limit on the number of occurrences.

2. Access the Contact Information 1:14

• Ensure you are on the contact page related to the task.
• If not, you can search for the contact by name or number.

3. Assign the Task 1:27

• Choose who to assign the task to (yourself or another team member).
• For example, if you are a follow-up specialist, assign it to the acquisition team.

4. Use Tasks as Reminders 1:42

• Understand that tasks serve as reminders for follow-ups.
• Utilize internal notifications for reminders about upcoming tasks.

5. Standardize Task Titles 2:18

• Use a standardized format for task titles (e.g., "Follow Up - Callback").
• Include the type of follow-up in the title (e.g., callback, text, email).

6. Add Task Description 2:53

• Include any necessary details in the task description to avoid forgetting specifics.

7. Save the Task 3:22

• After filling in the title and description, save the task.

8. View and Filter Tasks 3:39

• Access the task view to see all tasks.
• Use filters to view tasks by status (pending/completed) and due dates.

9. Apply Advanced Filters 5:51

• Use advanced filters based on the standardized title to find specific tasks.

10. Manage Notification Settings 7:01

• Access notification settings to customize reminders for tasks.

Cautionary Notes

• Ensure that task titles are consistently formatted to avoid confusion.
• Regularly check notifications to stay updated on task deadlines.

Tips for Efficiency

• Create a template for task titles to streamline the process.
• Regularly review and update tasks to ensure nothing is overlooked.

Link to Loom

https://loom.com/share/42ae9e536be84608848de20d4a7895bc

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