Task
When a customer submits a form or enters an important stage, it may require the intervention of the responsible correspondent to contact the customer and promote sales or perform specific operations on the customer to connect from marketing to sales. DM Hub supports creating tasks for users manually or automatically and can associate with specific customers, and therefore achieve following up leads in time. Please note: This function is not a default function of the system, please contact your account manager to activate it.
1.Understand the Task Module#
Click the upper right corner of the system and click [Task] to enter the task function. The number next to the task represents the number of tasks to be processed by the current user. If there is a red dot in the upper right corner of the user's avatar, it means there is a task message.
- My pending tasks: tasks that the current user needs to handle
- Unassigned tasks: tasks in the tenant that have not yet assigned to user
- All pending tasks: all tasks to be processed in the tenant
- Completed tasks: tasks completed by the current user
Click the task name to view the task details, add notes to the task, and view the modification record of the task.
Some operations can be performed directly in the list: complete tasks, reassign tasks, edit tasks, delete tasks.
Completed tasks, can be re-mark as incomplete.
2.Creating Task#
There are 5 ways to create tasks in DM Hub.
2.1Create task in Task Module#
Users can create tasks directly in the task module. Click [New] in [My Pending Tasks], fill in the task information, and click [OK] to create task.
2.2Create Task in Customer List#
Click the [+] button in the customer list to create a task directly.
2.3Create Task in Customer Details#
In the customer details page, click [Tasks] to view the tasks of the customer, and click [New] to create tasks for the customer.
2.4Create Task through Auto-flow#
Use task control in the auto-flow, when customer proceed to the stage, system will create task for the customer automatically.
2.5Submit a Form to Create a Task#
By setting up in form setting, task can be created automatically when form is submitted by customer.
3.Completing Task#
When the task is completed, the task status can be modified through following ways:
3.1Complete Task in the Task List#
Click [√] to complete task
Tasks can be completed in batches, check multiple tasks, and click [Complete Tasks]. Tasks can also be deleted in batches.
3.2Complete Tasks in Customer Details#
Task status can be modified and completed in the customer details page.
