Why create tasks?
Tasks serve as reminders to follow up with contacts about important matters like upcoming meetings, promotions, and more. This helps you maintain a proactive approach in your outreach efforts.
Creating Tasks
There are two ways to create tasks: through the Welcome page or directly from a contact’s Account page.
Creating a Task on the Welcome Page
Find the Tasks widget.
This is located at the bottom right of the Welcome page.
Click on the plus sign.
This will create a new task.
3. Fill in your task details.
Account: Search for an account by name or ID.
Task To Do: Concisely describe the task.
Status: This dropdown will automatically show To do.
Date Due: Choose the appropriate date and time.
Priority: This defaults to Medium, but adjust this as needed.
Assigned To: Your name should be automatically be selected here.
Description: Add details about the task at hand.
4. Hit Save!
Creating a Task on a Contact’s Account Page
Click Add Task.
This is located at the top left of the screen.
2. Fill in your task details.
3. Hit Save!
💡 PRO TIP: Log important details that will help your future self.
For example, if a contact expresses interest in a product two months ahead, schedule a follow-up task to check in with them when the time comes.
Viewing Tasks
View your tasks right on the Welcome page.
Click View More to view more tasks
Click All Tasks to go to your What are my tasks? Report
💡 PRO TIP: You can also access your What are my tasks? Report by clicking on Reports in the left navigation bar and clicking on your What are my tasks? Report.
Managing Tasks
In your What are my tasks? Report, you can manage your tasks effectively.
Filter tasks.
For example, use the Status filter and select To do to view your tasks that you have yet to complete.
Remember to hit Apply!
💡 PRO TIP: You can search for tasks or their description in the top right search bar above the table.
2. Update tasks.
In the report’s Action column, click Update to edit the task details.
Click Update to edit task details.
Use the Mark As Complete shortcut to finalize a task.
Add tasks to your calendar with the Add To Calendar option.
💡 PRO TIP: Adding tasks to your calendar ensures you never miss a deadline.
The calendar event will include all relevant details, such as account name, task, description, due date, and a direct link to the contact’s account page.
By using Tasks in Statflo, you can organize your workflow and stay on top of every important follow-up — ultimately improving your outreach!