Tasks is an Advanced management feature available on the Skyrocket plan.
It allows you to manually:
Create a task
Assign it to a team member
Set up a due date
Complete tasks
Navigate to Sales >> Tasks in your dashboard.
You can set up steps on 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 or, if you click on the task name, from the task viewer on the sidebar:
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 tasks done! ✔️