Difference between revisions of "Tasks"

From docs
Jump to: navigation, search
Line 1: Line 1:
−
Path: [[Callproof Support]] - [[Website]] - [[Maps]] - [[Tasks]]
+
Path: [[Callproof Support]] > [[Website]] > [[Maps]] > [[Tasks]]
−
 
 
 
[[File:tasks_page.png|100px|thumb|right|Callproof Mobile App Tasks Page]]
 
[[File:tasks_page.png|100px|thumb|right|Callproof Mobile App Tasks Page]]
  
 
== What is 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.
 +
 +
<div style="clear: both;"></div>
 +
 +
== 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 the related account to a route.
 +
# Use '''Add''' to create a new task or follow-up for an account.
 +
 +
== Features include ==
 +
 +
'''View Pending and Completed'''
 +
 +
See open tasks under Not Completed and finished ones under Completed.
 +
 +
'''View task details'''
 +
 +
Each item shows the linked account, follow-up date/time, task type, priority, notes, and completion status.
 +
 +
'''Filters'''
 +
 +
Narrow the list by:
 +
* Task type — Call, Visit, Email, etc. (your company's types)
 +
* Priority — priority levels defined for your company
 +
* Start date / End date — tasks in a date range
 +
 +
Filters can be saved for your next visit.
 +
 +
'''Add a new task/follow-up'''
 +
 +
Create a task for an account. Set:
 +
* Follow-up date and time
 +
* Duration
 +
* Task type and priority
 +
* Scheduled with (person at the company, when available)
 +
* Assign to (managers can assign to another rep)
 +
* Notes
 +
* Recurring options when available
 +
* Mark completed only if the work is already done
 +
 +
'''Edit a task'''
 +
 +
Change date, time, duration, type, priority, assignee, notes, or completion status, then save.
 +
 +
'''Mark complete/incomplete'''
 +
 +
Check off a task when done. You can mark it incomplete again if needed.
 +
 +
'''Add to Route'''
 +
 +
Add the account linked to a task to your current route so you can visit it in order.
 +
 +
'''Delete a task'''
 +
 +
Remove a task you no longer need.
 +
 +
'''Calendar sync'''
 +
 +
If Google / Microsoft / Apple calendar sync is enabled, tasks and follow-ups can be sent to your calendar.
 +
 +
'''Recommended Follow-ups'''
 +
 +
On Home (when enabled), CallProof may suggest follow-ups based on recent activity—open and manage them from Tasks.
 +
 +
'''Account actions from a task'''
 +
 +
Open the related account for call, appointment, event forms, notes, and other account options when available.

Revision as of 15:17, 14 July 2026

Path: Callproof Support > Website > Maps > Tasks

Callproof Mobile App Tasks Page

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.

Using Tasks

  1. Open the Tasks tab.
  2. Switch between Not Completed and Completed.
  3. Open Filters to narrow by task type, priority, and start/end date.
  4. Review each task—account name, type, date/time, notes, and status.
  5. Mark complete, edit, delete, or add the related account to a route.
  6. Use Add to create a new task or follow-up for an account.

Features include

View Pending and Completed

See open tasks under Not Completed and finished ones under Completed.

View task details

Each item shows the linked account, follow-up date/time, task type, priority, notes, and completion status.

Filters

Narrow the list by:

  • Task type — Call, Visit, Email, etc. (your company's types)
  • Priority — priority levels defined for your company
  • Start date / End date — tasks in a date range

Filters can be saved for your next visit.

Add a new task/follow-up

Create a task for an account. Set:

  • Follow-up date and time
  • Duration
  • Task type and priority
  • Scheduled with (person at the company, when available)
  • Assign to (managers can assign to another rep)
  • Notes
  • Recurring options when available
  • Mark completed only if the work is already done

Edit a task

Change date, time, duration, type, priority, assignee, notes, or completion status, then save.

Mark complete/incomplete

Check off a task when done. You can mark it incomplete again if needed.

Add to Route

Add the account linked to a task to your current route so you can visit it in order.

Delete a task

Remove a task you no longer need.

Calendar sync

If Google / Microsoft / Apple calendar sync is enabled, tasks and follow-ups can be sent to your calendar.

Recommended Follow-ups

On Home (when enabled), CallProof may suggest follow-ups based on recent activity—open and manage them from Tasks.

Account actions from a task

Open the related account for call, appointment, event forms, notes, and other account options when available.

Retrieved from "http://docs.callproof.com/index.php?title=Tasks&oldid=1267"