How to Create a Custom Single-Step Task

Create single-step tasks in BIGContacts to streamline your workflow and track important activities, such as client follow-ups, more effectively. With single-step tasks, you can manage your daily operations in a more organized manner, ensuring that important tasks are completed on time.

Note: Administrative permissions are required to access this feature.

Example

Imagine you need to keep track of follow-ups for multiple clients. By creating a single-step task in BIGContacts, you can ensure that all follow-ups are completed on time, with reminders and tracking integrated into your workflow. This makes it easier to stay on top of your client communications and ensure that no tasks slip through the cracks.

Creating tasks in BIGContacts provides several key benefits:

Efficiency: Save time by creating customized tasks that align with your workflow.
Organization: Centralize and track all essential tasks for better project management.
Clarity: Define specific task steps, making it easier to complete tasks or delegate them to team members efficiently.

To Create a Single-Step Task

Step 1: From your dashboard, navigate to the Admin section. Under “MANAGE MODULES,” click “Customize Tasks.”

Create a task

Step 2: Locate and click the "Add Task" button on the Task Customization page.

add task button

Step 3: Configuring Task Details

Enter the Task Name and Service standard.
Enter the task steps.
Define task steps by filling in the required fields (Name of Step, Service Standard, & Assign to) for assigning task steps.
Click the “Save Task” button to apply the changes.

add task details

Note: Use the "Service Standard" field to enter the number of days you would like this task to be completed (minimum days to enter is "1"). You can then use the "Task Manager" report in the Reports tab to see how your team completes tasks on time.

Your task is now successfully created. If you encounter any issues or have any questions, feel free to contact our support team.

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