How to Assign a Task or To-Do in BIGContacts
Staying organized is essential for managing relationships and tracking important actions. BIGContacts lets you assign tasks and to-dos directly from contact records and the calendar, ensuring nothing falls through the cracks.
Why Assigning Tasks Helps You
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Keeps Work on Track – Assign and manage follow-ups, calls, and meetings without missing key actions.
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Improves Collaboration – Ensure team members know their responsibilities by assigning tasks to specific contacts.
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Enhances Productivity – Organize tasks efficiently with reminders in the calendar so you stay ahead of deadlines.
Use Case: Managing Follow-Ups Efficiently
A sales representative must follow up with a potential client in two days. Instead of setting a reminder elsewhere, they assign a task to BIGContacts, linking it to the client’s contact record. This ensures they get a timely notification and can access the client’s details in one place before making the call.
How to Assign a Task or To-Do
From the Contact Record
- Click the "Action" button and select "Assign Task," or simply click the "Task" button for the same.
- A pop-up window will appear, allowing you to enter the task details. Once you've finished, click the "Assign" button in the pop-up to complete the process.
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From the Calendar
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The calendar offers three different views: Day, Week, and Month. The view you choose will affect what you see while assigning a task.
- Day or Week Views: In both of these views, you will see a section labeled "Tasks/Bdays" just above the meetings. You can click anywhere in this section, and a small menu will appear, allowing you to choose whether you want to create a "Task" or a "To-Do."
Special Notes:
- A "Task" is linked to a specific contact in your account and is used to track actions that need to be done for that person.
- A "To-Do," on the other hand, is NOT related to any particular contact. It's a reminder for yourself to complete a general task, such as stopping by the bank to deposit money or going to the office supply store to buy paper.
- Month View: In this view, click anywhere within the box for the date you want. A small menu will open, offering three different options, as shown in the screenshot below.
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These are the available methods for assigning a task or To-Do. Please contact our support team if you encounter any issues or questions.