How to Create a Custom Workflow with Tasks

Create and assign custom workflows for tasks in BigContacts, allowing you to streamline team management and task organization.

Example

Imagine you're a project manager using BigContacts to track your team's daily tasks. By creating a custom workflow, you can ensure each task is assigned with specific steps, priorities, and deadlines, helping you stay organized and ensuring accountability across the team.

Benefits

• Efficiency: Streamline task management by customizing workflows to suit your team's needs.
• Organization: Consolidate all task-related information, such as steps, priorities, and deadlines, in one place for easy access.
• Clarity: Ensure all team members understand their responsibilities by defining each step in a task workflow.
• Accountability: Track task progress in real-time and automatically notify team members of task updates via email notifications.

To Create a Custom Workflow with Tasks

Step 1: From your dashboard, navigate to the Admin section and click Modules.

Step 2: On the Modules page, click Customize Tasks.

Step 3: Locate and click the "Add Task" button on the Task Customization page.

Step 4: From the sidebar, enter the task name and service standard.

Step 5: Define Task Steps

• Add each step of the task by filling in the required details.

• Click the + icon to include additional steps as needed for your workflow.

Step 6: Under Assign Task Steps, choose how teammates are notified—either Auto-notify the next teammate after each step or Notify everyone instantly at task creation. Then, click Save to apply the changes.

Step 7: Assign a task to a contact

• In the side panel, navigate to "All Contacts."

• Click the “Actions” button corresponding to the user to whom you want to assign the task and

• Select “Assign Task” from the drop-down menu.

Step 8: Assign a task

• In the "Assign a Task" window, select the Task, Due Date, and Priority.

• Enable the email notification option to inform team members of the task.

• Click "Save" to complete the action.

Your task with custom workflows is now successfully created. Please contact our support team if you encounter any issues or have any questions.