How to Create a Custom Single-Step Task

Create single-step tasks in BIGContacts to streamline your workflow and more effectively track important activities, such as client follow-ups. With single-step tasks, you can manage your daily operations more organizedly and ensure 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. Creating a single-step task in BIGContacts ensures 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 client communications and ensures 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 completing tasks or delegating them to team members efficient and easier.

To Create a Single-Step Task

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

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

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.

Note: Use the "Service Standard" field to enter the number of days you would like this task to be completed (the minimum number of days you must 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. Please contact our support team if you encounter any issues or have any questions.

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