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And here is what it looks like when a user is creating a new pre-filled Task:
Task Reminders
You can set a reminder for Tasks that are due today and for Tasks that are overdue. To access Task notification settings, navigate to Personal Settings > Notifications.
Lead Liaison supports three different types of Task notifications; when a Task is due, when a Task is overdue, and multi-user Task reports for sales management. Use the toggle next to each notification type to turn them on or off.
Tasks Due
The Tasks Due notification will send you a reminder for Tasks due that day.
- Remind me daily– the system will send a reminder every day, including weekends.
- Remind me on business days– the system will send a reminder Monday through Friday.
- Remind me on these days– the system will send a reminder on selected days.
Use the "Send reminder at" drop-down menus to select the time of day the notifications will send.
Tasks Overdue
The Tasks Overdue notification will let you know which Tasks are overdue from the previous week. Use the drop-down menu to select the day and time the notification will send.
Group Tasks
Group Tasks let sales managers see what Tasks are due for a Team or group of users.
Click the "Select Teams" field to choose one or more Teams. The system will send you Task notifications for Tasks due for every team member. Click the "Select Users" field to choose individual users.
Like the Tasks Due notification, you can select the days and times the notifications will send.