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.

 

Note: You must have Administrative permissions to create custom tasks.

 

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

 

BIGcontacts dashboard

 

Step 2: Click the "Add Task" button on the Task Customization page.

 

add task button

 

Step 3: In the pop-up window, enter the task name.

 

 

Step 4: Define Task Steps

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

  • Click “Add” to include additional steps as needed for your workflow.

 

define tasks

 

Step 5: Under “Assign Task Steps,” set the task priority (e.g., High, Medium, Low) and click “Save Task” to complete the changes.

 

save task

 

Step 6: Assign a task to a contact

  • In the side panel, navigate to "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.

 

assign task to contact

 

Step 6: Assign a task

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

 

assign a task

 

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

  • Click "Assign Task" to complete the action.

 

task notifications

 

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

 

 

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