Tasks

Included in Simplero plans:  Skyrocket. See plans here.

It allows you to manually:

1. Create a task

2. Assign it to a team member

3. Set up a due date

4. 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! ✔️