Tasks & reminders
Never forget a customer — today, tomorrow or next month.
- The Tasks page at a glanceWhat's on the Tasks page: today's progress, "Next up", a three-week strip and the list by time.4 min readAgentManagerAdmin
- Creating a taskWhat, for whom and when — a new task in 20 seconds.3 min readAgentManagerAdmin
- Marking done, snoozing and quick editsClose a task in one click, push it to tomorrow, change priority without opening anything.3 min readAgentManagerAdmin
- The task drawer: reach out and reply from a taskClicking a task opens a drawer with everything — call, WhatsApp, email, and a smart reply sent straight from the system.4 min readAgentManagerAdmin
- Board view — drag to scheduleSee all tasks as columns by time, and move a task to another day by dragging.2 min readAgentManagerAdmin
- Acting on many tasks at onceMark done, snooze or reprioritise dozens of tasks in one click.2 min readAgentManagerAdmin
- Working through tasks with the keyboardJ/K, X, Enter — go through today's list without a mouse.1 min readAgentManagerAdmin
- A task from the lead cardAlready on the lead? No need to go to the Tasks page.2 min readAgentManagerAdmin
- Automated tasks — where they come fromThe system creates tasks for you. Here's when, and how to spot them.2 min readAgentManagerAdmin