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 specific needs.
Organization: Consolidate all task-related information, such as steps, priority, 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: On the Task Customization page, click the "Add Task" button.

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. If you encounter any issues or have any questions, feel free to contact our support team.

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