A task is a piece of work that is usually time bound.

Every individual has a set of tasks that needs to be tracked and completed for the organization to thrive. You can easily create and monitor task progress in your EngageBay dashboard. In EngageBay CRM, tasks are listed in the record's Home page, and in other related records. 

Adding Tasks in the EngageBay tool

 

1. In your Engagebay account, navigate to Sales > Tasks. 

2. Click on Create Tasks in the upper right corner of your screen. 

3. In the panel, enter all the required information and other details that you deem necessary. 

Name: Enter a unique name for each of the tasks for easy identification.

Type: Select To-do, Call, Email, Follow up, or Upload Podcast. 

Priority: It indicates the urgency of a task. Select if a task is high priority.

Due Date: Select a date and time when the task should be completed. 

Status: It indicates the current status of a task. It can be set as Not started, In progress, Waiting, or Completed.

Owner: Choose the individual responsible for the particular task. 

4. Press Save.

View the task you created under the task column. The same task will move through the other columns as it progresses.

 

Create task types and statuses

While creating a new task, you can add the Type and Status of the task. 

Type is the kind of task you need for your business. You can choose from the following: To-do, Call, Email, Follow up, or Upload Podcast. 

Status indicates the current status of a task. It gives you four options to choose from: Not Started, In Progress, Waiting, or Completed. 

1. In your Engagebay account, navigate to Sales > Tasks. 

2. Click on Create Tasks in the upper right corner of your screen. 

3. In the panel, enter the required information along with the Type and Status of a task. Once you have set a unique name for your task, you can then select the type and status of your task. 

4. Press Save. 

Your task will appear on the column based on the status you have selected.

 

Changing the view on tasks:

EngageBay lets you keep track of all your tasks. It gives you a holistic view of the current status of all your tasks.

There are two ways to view your Tasks. 

Table View

In the Table view, all tasks appear in rows looking like a list. You can further filter this view based on the user or a certain time range. View all the Open Tasks, Tasks Due Today, Due This Week, Overdue, and Completed.

You can even perform Bulk Action in this view. 

 

Grid View

In Grid view, all tasks appear in columns. Here, the tasks are displayed in a more detailed manner as each column corresponds to a certain aspect. Again, you can sort these tasks based on a user or by time range. 

Further, you can view the tasks based on Status, Type, and Priority. 

To change the view of your Tasks:

1. Navigate to Sales > Tasks. 

2. Next to Import, you can choose the type of View you want to see: Table View or Grid View. 

 

Conclusion

With Tasks in EngageBay, businesses can maximise their own administration efficiency, thereby laying the foundations for improvements in all their customer focused administration.