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How to create a task.

How to create a task.

Owned by Kerrie O'Sullivan
06 Jun 2023
2 min read

What are TASKS > Task is a reminder to complete a job

Example:

Call a customer at 15.00 to get their passport details

Call a supplier to book an airport lounge for your customer

A good task description should include:

A brief overview
An achievable timeline
The roles and responsibilities of each team member if being assigned to another agent

Here is how >

  • Click on the customer's enquiry

  • Click on ‘Tasks’

  • Click on ‘ADD A TASK’

  • A pop-up will show you details to add

TASK NAME - A brief description of the task { Call Cautomer}
PRIORITY > HIGH > LOW> MEDIUM { use the drop-down box}
DUE DATE > Date to be completed
DUE TIME > Time to be completed
ASSIGNED AGENT > Use the drop-down to assign to another agent else leave blank
DESCRIPTION > Further information can be added here

  • Click ‘SAVE’

How to action

  • Tasks are on your dashboard under ‘Total' or ‘Due Today'

  • Select this will take you to ‘YOUR TASKS’

OR

  • Click on ‘TASKS’ in the top navigation bar

  • Filter by > Active > Priority > Date > Search > Due Date

  • On the customer select the tick box

Complete > Task completed once selected, a pop-up box will show

Are you sure you want to mark this task as completed?

Select cancel or Ok - the task will be removed

View > View the description of your task

View Enquiry > View the actual customer enquiry

 

Tip

  • You can complete or task via the customer enquiry > history

For further information, please contact our training manager, Kerrie O'Sullivan.

Email: kerrie@tprofile.co.uk