Overview

The Task Manager is a great way to view, manage, and work your organization's activities. Sales managers can track activity across their team to make sure Deals are worked productively, and sales representatives can take advantage of the Task Wizard to complete their daily Tasks without having to navigate multiple screens. Non-selling roles such as administrators, operators, and accounts receivable/payable can also use the Task Manager to stay on top of operational processes.

Getting Started

To access the Task Manager, navigate to Sales > Tasks. By default, the Task Manager will display any Tasks assigned to you in the system. For users with higher security privileges, the Task Manager will display Tasks for all users. 

The Task icons will change color based on when a Task is due. Gray Tasks are due in the future, green Tasks are due today, and red Tasks are overdue. You can edit, delete, or complete a Task by either clicking on the Task icon or by using the mouse-over shortcuts to the right of the Task. 

To sort Tasks, use the sort menu on the left. You can sort Tasks in two different ways: by due date and by Task type. 

The calendar icon sorts Tasks by due date while the folder icon sorts tasks by Task type. You can use a combination of due date and Task type to filter down to the exact Tasks you wish to work on.

The action bar at the top of the Task Manager allows you to mass complete or delete Tasks by using the checkbox to select Tasks and using the Actions drop-down menu. You can also search Task fields by clicking on the search icon. The Priority drop-down menu will sort Tasks by priority. The Owner drop-down menu will sort Tasks by lead owner. By default, users in the Sales or Marketing security profiles will only see their own Tasks. Managers and admins can see any user's Tasks.

The orange Start button will open the Task Wizard. 

Using the Task Wizard

The Task Wizard is a one-stop place for users to complete their daily Tasks. It provides information relevant to each Task, including past Task history and Prospect/Organization information. By working within the Task Wizard, you can access many of Lead Liaison's sales and marketing features without ever having to leave one screen.

1. Sorting options
2. Task window
3. Prospect/Organization Timeline
4. Prospect/Organization information

Sorting Options

Like in the main Task Wizard, you can sort Tasks by both due date and Task Type. The total number of Tasks selected are shown in the top-left corner of the screen. By clicking the left and right scroll buttons, you can move through the Tasks in your current selection.

Task Window

From the Task window, you can snooze a Task, add new notes, delete the Task, and Complete the Task. 

The Snooze button will temporarily silence a Task notification and move on to the next Task. Depending on your selection, it will update the Task due date/time. You can use a predetermined time in the drop-down menu or create a custom snooze time. 

When you add a note to a Task, it will appear in the Timelines of the Prospect, Organization, and Deal associated with the Task.