Difference between revisions of "Tasks"
Ashley DeBon (talk | contribs) (→What is Tasks?) |
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| − | Path: [[Callproof Support]] | + | Path: [[Callproof Support]] > [[Website]] > [[Maps]] > [[Tasks]] |
| + | [[File:tasks_page.png|100px|thumb|right|Callproof Mobile App Tasks Page]] | ||
| − | == What is Tasks? == | + | == Tasks == |
| + | |||
| + | === What is Tasks? === | ||
| + | |||
| + | Tasks (also called Follow-ups) are reminders to contact or follow up with an account. Use them to plan calls, visits, and next steps. | ||
| + | |||
| + | From the '''Tasks and Follow-ups''' screen, you can view pending and completed work, filter by type or date, mark items complete, edit details, add tasks to a route, and create new tasks. | ||
| + | |||
| + | Tasks can be linked to an account, given a type and priority, scheduled for a date/time, assigned to a rep, and synced to the calendar when calendar sync is set up. | ||
| + | |||
| + | === How to navigate === | ||
| + | |||
| + | '''Bottom tab bar''' → '''Tasks''' | ||
| + | Opens '''Tasks and Follow-ups'''. | ||
| + | |||
| + | '''Other entry points:''' | ||
| + | * '''[[Mobile Home]]''' → '''[[Recommended Follow-ups]]''' (when enabled) → open/manage in Tasks | ||
| + | * '''[[Accounts]]''' → Add Task / follow-up for an account | ||
| + | * '''[[Places]]''' / route tools → Add Task when available | ||
| + | * Appointment / event flows → schedule a follow-up when offered | ||
| + | |||
| + | === Using Tasks === | ||
| + | |||
| + | # Open the '''Tasks''' tab. | ||
| + | # Switch between '''[[View Pending and Completed|Not Completed]]''' and '''[[View Pending and Completed|Completed]]'''. | ||
| + | # Open '''[[Task Filters|Filters]]''' to narrow by task type, priority, and start/end date. | ||
| + | # Review each task—account name, type, date/time, notes, and status. | ||
| + | # '''[[Mark complete/incomplete|Mark complete]]''', '''[[Edit a task|edit]]''', '''[[Delete a task|delete]]''', or '''[[Add to Route]]'''. | ||
| + | # Use '''Add''' to '''[[Add a new task/follow-up|create a new task]]''' for an account. | ||
| + | # Tap a task/account to open '''[[Account actions from a task|account options]]''' when available. | ||
| + | |||
| + | === Features include === | ||
| + | |||
| + | * '''[[View Pending and Completed]]''' – See open tasks under Not Completed and finished ones under Completed. | ||
| + | * '''[[View task details]]''' – Account, follow-up date/time, type, priority, notes, and status. | ||
| + | * '''[[Task Filters]]''' – Filter by task type, priority, and date range (filters can be saved). | ||
| + | * '''[[Add a new task/follow-up]]''' – Create a task with date, time, duration, type, priority, assignee, notes, and more. | ||
| + | * '''[[Edit a task]]''' – Change details and save. | ||
| + | * '''[[Mark complete/incomplete]]''' – Check off a task or mark it incomplete again. | ||
| + | * '''[[Add to Route]]''' – Add the linked account to your current route. | ||
| + | * '''[[Delete a task]]''' – Remove a task you no longer need. | ||
| + | * '''[[Calendar sync]]''' – Send tasks/follow-ups to Google / Microsoft / Apple calendar when enabled. | ||
| + | * '''[[Recommended Follow-ups]]''' – Home suggestions based on recent activity. | ||
| + | * '''[[Account actions from a task]]''' – Open the related account for call, appointment, forms, notes, and more. | ||
| + | |||
| + | <div style="clear: both;"></div> | ||
| + | |||
| + | ---- | ||
Latest revision as of 05:45, 21 July 2026
Path: Callproof Support > Website > Maps > Tasks
Tasks
What is Tasks?
Tasks (also called Follow-ups) are reminders to contact or follow up with an account. Use them to plan calls, visits, and next steps.
From the Tasks and Follow-ups screen, you can view pending and completed work, filter by type or date, mark items complete, edit details, add tasks to a route, and create new tasks.
Tasks can be linked to an account, given a type and priority, scheduled for a date/time, assigned to a rep, and synced to the calendar when calendar sync is set up.
Bottom tab bar → Tasks Opens Tasks and Follow-ups.
Other entry points:
- Mobile Home → Recommended Follow-ups (when enabled) → open/manage in Tasks
- Accounts → Add Task / follow-up for an account
- Places / route tools → Add Task when available
- Appointment / event flows → schedule a follow-up when offered
Using Tasks
- Open the Tasks tab.
- Switch between Not Completed and Completed.
- Open Filters to narrow by task type, priority, and start/end date.
- Review each task—account name, type, date/time, notes, and status.
- Mark complete, edit, delete, or Add to Route.
- Use Add to create a new task for an account.
- Tap a task/account to open account options when available.
Features include
- View Pending and Completed – See open tasks under Not Completed and finished ones under Completed.
- View task details – Account, follow-up date/time, type, priority, notes, and status.
- Task Filters – Filter by task type, priority, and date range (filters can be saved).
- Add a new task/follow-up – Create a task with date, time, duration, type, priority, assignee, notes, and more.
- Edit a task – Change details and save.
- Mark complete/incomplete – Check off a task or mark it incomplete again.
- Add to Route – Add the linked account to your current route.
- Delete a task – Remove a task you no longer need.
- Calendar sync – Send tasks/follow-ups to Google / Microsoft / Apple calendar when enabled.
- Recommended Follow-ups – Home suggestions based on recent activity.
- Account actions from a task – Open the related account for call, appointment, forms, notes, and more.
