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| − | == View Pending and Completed ==
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| − |
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| − | === What is View Pending and Completed? ===
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| − |
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| − | Tasks and Follow-ups has two lists: '''Not Completed''' (open work) and '''Completed''' (finished work).
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Tasks]]''' → segment control '''Not Completed''' / '''Completed'''
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| − |
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| − | === Using View Pending and Completed ===
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| − |
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| − | # Open Tasks.
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| − | # Tap '''Not Completed''' to see open tasks.
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| − | # Tap '''Completed''' to see finished tasks.
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| − | # Use filters on either list as needed.
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| − | # Mark a task complete to move it to Completed (or incomplete to move it back).
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Not Completed''' – Pending follow-ups still due.
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| − | * '''Completed''' – Tasks marked done.
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| − | * '''Segment switch''' – Fast toggle between the two lists.
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| − | * '''Empty state''' – “No Tasks Found” when the list has no results.
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| − | * '''Works with filters''' – Type, priority, and dates apply to the selected status.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == View task details ==
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| − |
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| − | === What is View task details? ===
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| − |
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| − | Each task row on '''[[Tasks]]''' shows the key follow-up information so you can act quickly in the field.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Tasks]]''' → scroll the task list
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| − | Tap a task/account when you need full account options.
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| − |
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| − | === Using View task details ===
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| − |
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| − | # Open Tasks.
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| − | # Review each card/row for:
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| − | #* Linked account / company name
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| − | #* Follow-up date and time
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| − | #* Task type
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| − | #* Priority
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| − | #* Notes (when present)
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| − | #* Completion status
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| − | # Use Mark complete, Edit, Delete, or Add to Route from the row actions.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Account name''' – Linked company/contact for the follow-up.
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| − | * '''Date / time''' – When the follow-up is scheduled.
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| − | * '''Task type''' – Call, Visit, Email, or your company’s types.
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| − | * '''Priority''' – Priority level for the task.
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| − | * '''Notes''' – Extra context for the follow-up.
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| − | * '''Status''' – Complete or not complete.
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| − | * '''Row actions''' – Complete, edit, delete, add to route.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Task Filters ==
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| − |
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| − | === What are Task Filters? ===
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| − |
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| − | Task Filters narrow the Tasks list by type, priority, and date range. Saved filters can return the next time you open Tasks.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Tasks]]''' → Filters
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| − |
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| − | === Using Task Filters ===
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| − |
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| − | # Open Tasks.
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| − | # Open Filters.
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| − | # Choose '''Task type''' (Call, Visit, Email, etc.—your company’s types).
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| − | # Choose '''Priority''' (including All).
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| − | # Set '''Start date''' and '''End date''' for a range.
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| − | # Apply filters to refresh the list.
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| − | # Clear filters when you want the full list again.
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| − | # Saved filters may reload automatically on your next visit.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Task type filter''' – Company-defined task types.
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| − | * '''Priority filter''' – Company-defined priorities + All.
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| − | * '''Start date / End date''' – Date-range filter.
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| − | * '''Not Completed / Completed''' – Status is controlled by the segment; filters work with it.
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| − | * '''Saved filters''' – Stored for the user and restored when available.
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| − | * '''Clear filters''' – Reset to defaults.
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| − | * '''No Tasks Found''' – Shown when filters return no matches.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Add a new task/follow-up ==
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| − |
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| − | === What is Add a new task/follow-up? ===
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| − | Add creates a new task or follow-up for an account from Tasks (or from Accounts / other screens).
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Tasks]]''' → '''Add'''
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| − | or '''[[Accounts]]''' / Places / appointment flows → Add Task
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| − |
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| − | === Using Add a new task/follow-up ===
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| − |
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| − | # Tap '''Add''' (or Add Task from an account).
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| − | # Select/confirm the account if required.
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| − | # Set '''Follow Up Date''' and '''Time'''.
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| − | # Optional quick time frames: Tomorrow, One Week, One Month, 3 Months, 6 Months, 1 Year.
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| − | # Set '''Duration''' (for example 15 Minutes).
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| − | # Choose '''Task Type''' and '''Priority'''.
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| − | # Choose '''Scheduled With''' (person at the company, when available).
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| − | # Managers can set '''Assigned To''' for another rep.
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| − | # Add '''Notes'''.
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| − | # Set '''Recurring''' options when available (or “Does not repeat”).
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| − | # Check '''Mark completed''' only if the work is already done.
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| − | # Save the task.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Follow Up Date''' – Day the follow-up is due.
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| − | * '''Time''' – Time of day for the follow-up.
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| − | * '''Quick time frames''' – Tomorrow through 1 Year shortcuts.
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| − | * '''Duration''' – Expected length of the follow-up.
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| − | * '''Task Type''' – Call, Visit, Email, or company types.
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| − | * '''Priority''' – Priority level for the task.
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| − | * '''Scheduled With''' – Person at the account (when listed).
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| − | * '''Assigned To''' – Manager assignment to a rep.
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| − | * '''Notes''' – Free-text details.
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| − | * '''Recurring options''' – Repeat schedule when available.
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| − | * '''Mark completed checkbox''' – Create already-done tasks when needed.
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| − | * '''Entry from other screens''' – Accounts, Places, Home recommendations, and more.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Edit a task ==
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| − |
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| − | === What is Edit a task? ===
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| − | Edit opens an existing follow-up so you can change schedule, type, priority, assignee, notes, or status, then save.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Tasks]]''' → task row → '''Edit'''
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| − |
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| − | === Using Edit a task ===
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| − |
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| − | # Open Tasks.
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| − | # Find the task.
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| − | # Tap '''Edit'''.
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| − | # Update date, time, duration, type, priority, Scheduled With, Assigned To, notes, recurring, or completion.
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| − | # Tap Update / Save.
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| − | # The Tasks list refreshes with your changes.
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| − |
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| − | === Features include ===
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| − | * '''Edit button''' – On each task row.
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| − | * '''Same fields as Add''' – Date, time, duration, type, priority, people, assign, notes, recurring.
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| − | * '''Update save''' – Writes changes back to CallProof.
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| − | * '''List refresh''' – Tasks screen updates after edit.
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| − | * '''Calendar update''' – Related calendar event can update when sync is enabled.
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| − |
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Mark complete/incomplete ==
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| − | === What is Mark complete/incomplete? ===
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| − | Mark complete checks off a follow-up when work is done. You can mark it incomplete again if needed.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Tasks]]''' → task row → '''Mark Complete''' / '''Mark Incomplete''' (or completion control)
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| − |
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| − | === Using Mark complete/incomplete ===
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| − |
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| − | # Open Tasks.
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| − | # On a Not Completed task, tap Mark Complete.
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| − | # Confirm “Are you sure you want to mark this complete?”
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| − | # The task moves to Completed.
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| − | # On a Completed task, tap Mark Incomplete and confirm to reopen it.
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| − |
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| − | === Features include ===
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| − | * '''Mark Complete confirmation''' – Prevents accidental completion.
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| − | * '''Mark Incomplete confirmation''' – Lets you reopen work.
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| − | * '''Status sync''' – Updates CallProof task status.
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| − | * '''List movement''' – Completed tasks appear under Completed; incomplete under Not Completed.
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| − | * '''Home task popup''' – Home may also prompt for completed tasks for the day when enabled.
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Add to Route ==
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| − | === What is Add to Route? ===
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| − | Add to Route adds the account linked to a task onto your current route so you can visit accounts in order.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Tasks]]''' → task row → '''Add to Route'''
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| − |
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| − | === Using Add to Route ===
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| − |
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| − | # Open Tasks.
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| − | # Find a task for an account you want to visit.
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| − | # Tap '''Add to Route'''.
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| − | # If successful, CallProof shows “Task has been added to your route.”
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| − | # Open '''[[Routes]]''' to navigate the stop.
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| − | # If the account is already on the route, or the route is full, CallProof shows an alert.
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| − |
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| − | === Features include ===
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| − |
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| − | * '''Add to Route button''' – On task rows.
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| − | * '''Uses linked account''' – Adds the task’s contact/account to Current Route.
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| − | * '''Route limit''' – Maximum 25 contacts on a route.
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| − | * '''Success message''' – Confirms when added.
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| − | * '''Already on route''' – Alert if the stop cannot be added again.
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| − | * '''Opens field workflow''' – Continue in Routes for navigation order.
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Delete a task ==
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| − |
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| − | === What is Delete a task? ===
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| − | Delete permanently removes a follow-up you no longer need.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Tasks]]''' → task row → '''Delete'''
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| − |
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| − | === Using Delete a task ===
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| − |
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| − | # Open Tasks.
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| − | # Find the task.
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| − | # Tap '''Delete'''.
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| − | # Confirm “Are you sure you want to delete this task?”
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| − | # Tap Yes to remove it, or Cancel to keep it.
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| − | # If calendar sync is on, the related calendar event can also be removed.
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| − |
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| − | === Features include ===
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| − | * '''Delete action''' – On the task row.
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| − | * '''Confirmation alert''' – Prevents accidental deletes.
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| − | * '''Removes from list''' – Task disappears after success.
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| − | * '''Calendar cleanup''' – Related calendar event deletion when sync is enabled.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − |
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| − | == Calendar sync ==
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| − | === What is Calendar sync? ===
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| − | When Google / Microsoft / Apple calendar sync is enabled in '''[[Settings]]''', tasks and follow-ups can be sent to your calendar.
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| − |
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| − | === How to navigate ===
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| − | '''[[Settings]]''' → Calendar Sync (Google / Microsoft / Apple)
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| − | Then create or edit tasks in '''[[Tasks]]'''
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| − |
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| − | === Using Calendar sync ===
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| − | # Enable calendar sync in Settings.
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| − | # Grant calendar permission if prompted.
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| − | # Create or edit a task/follow-up in Tasks.
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| − | # Check your calendar for the scheduled follow-up.
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| − | # Deleting a task can also remove the related calendar event.
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| − |
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| − | === Features include ===
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| − | * '''Google / Microsoft / Apple''' – Supported calendar providers when configured.
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| − | * '''Task → calendar''' – Follow-ups appear as calendar items.
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| − | * '''Edit / delete sync''' – Changes can update or remove calendar events.
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| − | * '''Settings controlled''' – Must be enabled per user/device.
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| − | <div style="clear: both;"></div>
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| − | ----
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| − |
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| − | == Recommended Follow-ups ==
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| − | === What are Recommended Follow-ups? ===
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| − | On '''[[Mobile Home]]''' (when enabled), CallProof may suggest follow-ups based on recent activity. Open and manage them from Tasks or Home actions.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Mobile Home]]''' → Recommended Follow-ups widget
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| − | or open '''[[Tasks]]''' to manage follow-ups
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| − |
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| − | === Using Recommended Follow-ups ===
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| − |
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| − | # Open Home.
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| − | # Review recommended follow-up suggestions (when the widget is enabled).
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| − | # Open a suggestion to create/manage the follow-up.
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| − | # Snooze a recommendation when you are not ready.
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| − | # Continue full management in the Tasks tab.
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| − |
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| − | === Features include ===
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| − | * '''Home widget''' – Suggested follow-ups from recent activity.
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| − | * '''Open / manage''' – Act on suggestions quickly.
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| − | * '''Snooze''' – Delay a recommendation for later.
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| − | * '''Tied to Tasks''' – Full list and editing live in Tasks and Follow-ups.
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| − | * '''Widget visibility''' – Depends on Home widget settings / company enablement.
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| − | <div style="clear: both;"></div>
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| − |
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| − | ----
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| − |
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| − | == Account actions from a task ==
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| − |
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| − | === What are Account actions from a task? ===
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| − | From a task, you can open the related account to call, set an appointment, submit event forms, add notes, and use other account options.
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| − |
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| − | === How to navigate ===
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| − |
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| − | '''[[Tasks]]''' → tap the task / account → account details / actions
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| − |
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| − | === Using Account actions from a task ===
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| − |
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| − | # Open Tasks.
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| − | # Tap the account linked to a task.
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| − | # Use account actions such as Call, Message, Appointment, Event Forms, Notes, Opportunities, People, and more (as available).
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| − | # Return to Tasks when finished.
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| − |
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| − | === Features include ===
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| − | * '''Open related account''' – Jump from follow-up to account context.
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| − | * '''Call / message''' – Contact the account (Twilio or native when enabled).
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| − | * '''Appointment''' – Check in / schedule visits.
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| − | * '''Event forms''' – Submit field forms.
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| − | * '''Notes and history''' – Review or add notes.
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| − | * '''Other account tools''' – Labels, images, directions, opportunities, people when available.
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| − |
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| − | <div style="clear: both;"></div>
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