Basics of Task Management | teamgram

Basics of Task Management

A task is anything that needs to get done by someone in your company. Examples include drafting a new contract, servicing a customer's equipment, or updating a price list.

Each task has some unique attributes:

  • Task name: Describe the task in a dew words. Example: "Update the price list"
  • Description: Include further instructions or any other information about the task.
  • Assignee: The persons who will perform this task. TeamGram will notify the assignees about the new task.
  • Priority: The relative priority of this task. This can be used for sorting tasks.
  • Scheduled start: The time you want this task to begin.
  • Due: The time when this task must be completed. TeamGram will send notifications before this due date, and will highlight overdue tasks.
  • Frequency for recurring tasks: If this is a recurring task, TeamGram will recreate it when it is completed and set a new due date based on this field.
  • Related records: Companies, contacts or other records you want to connect this task to.
  • Tags: Used to group similar tasks together.

 

Create A New Task

Method 1: Creating a Task on the Tasks page:

To create a new task, click on the Tasks tab and press the New Task button. Fill in the task details and save.

 

Method 2: Creating a Task on a Record Page:

Go to a record (contact, company, deal, etc.)

Click on the Tasks tab under it. Click on the New Task button.

This works similar to Method 1, but automatically adds the record as a connected item.

 

Method 3: Adding a Task to a Note:

This method is useful to create action items from meeting notes.

First write a note and save it.

Then, go to the lower right corner of your note. A "New task" link will appear. Click on it.

A quick note pop-up will appear. The note and all of its connections will be automatically added to the task's connections list.