Add tasks for your team to have better control over the work process.
Written by Shruti Patel
One of the most important reasons for keeping a task list is organization. Organizing your tasks with a list can make everything much more manageable. Seeing a clear outline of your completed and uncompleted tasks will help you feel organized and stay focused.
Follow the below-given steps to allocate the task for your Lead.
Step 1: Click on the "Leads" module from the left-hand side menu options and you will get redirected to the "Active Lead" screen.
Navigation Link: https://app.ismartrecruit.com/searchProspect
Step 2: Click on the Lead title for which Lead you want to allocate the task to your team members and you can see the Task Tab in the View Dialog Box.
Step 3: Click on the + icon to add a new task.
Step 4: Add details of the task. Click on the ‘Save’ button to save the task for the Lead.
1. Task Name
2. Task Owner
3. Target Date
4. Priority
5. Notify to
To edit a task, click on the task name to open the edit window.
After clicking on Task Name the edit task form will pop up. You can make the changes and click on the update button at the bottom to update the task. Also, you can perform certain actions like "Mark As completed" and push "Task One Week" by clicking on the More Actions button and then updating the task.
If you want to postpone the task for one week, click on the “Push Task One Week” button.
If you want your task to be marked as completed click on the yellow checkbox.
To remove tasks, click on the X icon for the task to delete it.
As a task is a very important aspect, you can track it very well on the dashboard. We have “Overdue Tasks” and “Upcoming Tasks” widgets available on the dashboard.
