Tasks Module

Keeping track of daily tasks is key to staying productive, but manually creating the same tasks repeatedly slows you down. With the Task Module in BIGContacts, you can create custom tasks and even set up multi-step workflows to streamline your team's daily activities.

Whether assigning follow-ups, tracking deadlines, or coordinating multi-step processes across different team members, BIGContacts helps you automate and organize it all—so nothing gets missed.

How to Create a Task

Go to "Admin" – Click the Admin tab from the left navigation menu.
Find "Manage Modules" – Under this section, select "Task Module."
Click "Add Task" – This opens the task setup screen.
Enter a Task Name – Clearly define the task (e.g., "Follow-Up Call" or "Send Proposal").
Save the Task – Click the "Save Task" button to store it for future use.

Now, whenever you create a task, you can quickly select it instead of manually typing it, saving time and ensuring consistency.

Creating Multi-Step Task Workflows

Some tasks involve multiple steps that require different team members to take action. Instead of manually tracking progress, you can create workflows that automate assignments across your team.

How to Create a Multi-Step Workflow

• Follow Steps 1-4 Above – Start by adding a task.
• Add Steps to the Task – Under "Name of Step," enter the first action required.
• Assign Team Members – Use the dropdown menu to assign each step to a different user.
• Set a Deadline – Use the "Service Standard" field to define how many days the task should take.
• Choose the Workflow Type:
• "In Sequence" – Next step is assigned only after the previous one is completed.
• "All at Once" – All steps are assigned immediately, allowing team members to complete them at any time.
• Save Your Workflow – Click "Save Task" to finalize your workflow.

Want to track performance? Use the Task Manager Report under the Reports tab to see how efficiently your team completes assigned tasks.

Why Use the Task Module?

• Eliminates Repetitive Work – Preload common tasks instead of creating them manually.
• Ensures Timely Follow-Ups – Assign reminders so no lead or customer falls through the cracks.
• Streamlines Team Coordination – Assign multi-step tasks to multiple users for better accountability.
• Boosts Productivity – Reduce admin work and keep your team focused on high-impact activities.

Setting up automated tasks and workflows in BIGContacts saves time and ensures your team follows a structured process—without missing a beat.