The Tasks feature helps to schedule and manage office staff's appointments and other office-related tasks.
Intuitive and easy to use, users can create tasks in just a few clicks or assign tasks to team members.
The feature offers a flexible scheduling interface, allowing users to easily view available time slots and book appointments based on their availability.
Create a task
There are several ways to create tasks on the web:
- Client related tasks can be created individually on the client's profile. To create a task, click on the Create New Task.
- You can also create a new task when creating a new lead on the client's profile by clicking on the Add Appointment button.
If you want to add a task to an already created lead on the client's profile, click on the Options icon next to the lead's status and choose between two options:
create new task for the lead from the same menu.
- proceed to the project's profile and schedule an appointment from there by pressing the + icon.
- You can also create a task when adding a new client by clicking on the Schedule Appointment button in the bottom.
To learn more about adding a client, click here.
Schedule Appointment window
After clicking on Schedule Appointment or Create Task buttons, the new window opens, helping to set an appointment with the client.
The order in which the estimators appear for the day shows their availability and distance from the client. The first estimator from the list would be the best option to choose.
- To access the required estimator quickly, you can select them from the filter in the top left corner of the page.
- If you need to schedule appointment for another day, you can choose the date from the calendar.
- Once the estimator is chosen, please click on their name in order to set the time for this meeting. You can choose among available time blocks or set the time for appointment manually.
- Under the list of estimators, there are 4 selectors that you can use to notify the client and the estimator about this event.
- Using drop-down menus you can 1)set the type of the appointment2)attach a task to already existing lead.
Please be advise that tasks created from the client’s page won't be attached to any lead. Also please note that tasks can be only assigned to leads with the status New.
- In the top right side you can see the list of tasks for the day/time period including estimator names, task start and end time, task address and client's name.
When you click on the task, you will be directed to the location on the map.
If you click on the client's name, you will be forwarded to the client's profile.
- On the map task pins are also available showing information such as estimator's initials, appointment time and the task number in the estimator's calendar for that day. If you click on the task pin, you'll access the task details where you can find more information.
Once everything is set, click on the Save button.
The tasks created on the client profile are available in the Tasks → Task list and Tasks Map sub-modules. It it also is going to be presented in the Leads → Leads Map and Schedule → Office schedule sub-modules.
Tasks on client's profile
All the tasks connected to a client are also available on the client's profile in the Tasks section.
- To change the task's status please click on the + icon
- To send appointment reminder by email or SMS, click on the Envelope icon.
- To view and edit the task, click on the Pencil icon.
- To delete the task, click on the Bin icon.
You can find more information with updates on the scheduling in our October's release notes here