How to Enter a Task

Productivity Tip

Anything which somebody has to do for a client should be logged as a task. If you take a message for somebody to call a client, create a task under the client and delegate it to the person responsible. No more scraps of paper and no arguments about not getting the message etc...

Tasks can be entered in a number of places throughout the system.

Task via the Calendar Screen

1.	Chose whether a Task or Event (default is Task - so you can be lazy here)

2.	Chose the date you want to action the Task. Hint - if the Task is 12 months out, choose 'Today' and then edit the year

3.	Choose the Member the task is for. Hint - you can drop the list down and scroll, but when you have 12,000 clients, this becomes a bit tedious. Better to start typing the firstname in lowercase, the list will sort ahead of you. Press enter when you have the desired client.

4.	Write a brief description of the Task

5.	Delegate the Task to another User if appropriate

6.	Press Enter to add the Task

Task via Inbound or Outbound Call Timer

1.	Make the Inbound or Outbound call in the usual way, then bring the Call Timer back up from the bottom menu bar

2.	Click on the Task tab and enter the details required

3.	Press Enter to add the Task

Task via Member Details Screen

1.	Open the Member Details Screen and click on the Tasks tab

2.	Chose whether a Task or Event (default is Task - so you can be lazy here)

3.	Chose the date you want to action the Task

4.	Write a brief description of the Task

5.	Delegate the Task to another User if appropriate

6.	Press Enter to add the Task

Task via Proposal or Policy

1.	Chose the date you want to action the Task

2.	Choose the Task Type

3.	Write a brief description of the Task

4.	Delegate the Task to another User if appropriate

5.	Press Enter to add the Task