Tasks

Included in Simplero plans:  Skyrocket. See plans here. It allows you to manually: Create a task Assign it to a team member Set up a due date Complete tasks  First, make sure it’s enabled in the More menu. Now, navigate to Sales >> Tasks in your dashboard: 🤖 Now set up all the above as part of an automation You can add steps to your automations to automatically create a task for you and/or your team members: Once the task has been created, you can change the task status to Pending, Completed, Cancel, as well as Delete and Edit the task from the Task page: You can complete the task from the table: And if you click on the task name, you can view the details of the task from the task viewer on the sidebar: Notifications Admins will receive an automatic email notification in the following instances: When a task is assigned to you 24 hours before the task due date At the task due date 24 hours after the task due date Go get your tasks done! ✔️