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: In your dashboard, navigate to the Admin section. Under “MANAGE MODULES,” click “Customize Tasks.”
Step 2: Click the "Add Task" button on the Task Customization page.
Step 3: In the pop-up window, enter the task name.
Step 4: Define Task Steps
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Add each step of the task by filling in the required details.
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Click “Add” to include additional steps as needed for your workflow.
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Step 5: Under “Assign Task Steps,” set the task priority (e.g., High, Medium, Low) and click “Save Task” to complete the changes.
Step 6: Assign a task to a contact
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In the side panel, navigate to "All Contacts."
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Click the “More” button corresponding to the user to whom you want to assign the task.
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Select “Assign Task” from the drop-down menu.
Step 6: Assign a task
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In the "Assign a Task" window, select the Task, Due Date, and Priority.
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Enable the email notification option to inform team members of the task.
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Click "Save" to complete the action.
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Your task with custom workflows is now successfully created. Please contact our support team if you encounter any issues or have any questions.