Overview of Tasks

Tasks can be created in a contact's profile. This is known as a contact task.

Tasks can also be created within an automation, in relation to a deal. This is known as a deal task.

Contact tasks cannot be automatically assigned, but deal tasks can be within automations.

You can mark tasks complete in many areas.

For contact tasks, you can complete tasks within the contact profile, under tasks for that contact. You can also complete contact tasks under Contacts>Manage Tasks.

For deal tasks, you can complete tasks within the individual deal. You can also complete deal tasks under Contacts>Manage Tasks.

Here's a short video showing how to mark tasks as complete and view task reports.

Task outcomes are available to all customers by enabling them in Settings>Tasks. By requiring an Outcome, you can learn what happens in each interaction with your prospects or customers. It can also determine what works and where there is room for improvement.

1. Select Reports.

2. Select Deals Reports.

3. Select Task Overview Report.

4. Select report parameters such as Date Range, Task Owner, and Deal Task.

5. Scroll down to see task outcomes sorted by user, sentiment, and other parameters.

Additional information about Task Outcomes

1. The Tasks settings will be located in the Settings section.

2. An administrator has the ability to enable or disable Task Outcomes for their account.

3. When Task Outcomes is enabled, we will

4. When Task Outcomes are disabled, we will

5. Task Types and Task Outcomes can be added by an administrator (if Task Outcomes are enabled for their account)