Task Management

Task Management Basics

1. Create a Task for specific Contact
2. Include instructions and resources
3. Assign a due date
4. Assign the task to a User
5. Enter a Priority 1 – 5

Tasks extends existing features of ClientTether like Templates and Action Plan Steps, which you should already familiar with. Review those topics if necessary. Let’s start with Templates as a way to assign a common task…

Creating a Task for a Contact

Open any Contact Profile and select the Task Tab (1). Then click on Add New Task (2)

Now you are ready to manually create a unique task or use the Template option to assign a common task.

Create a Task via Action Plans

Action Plans has an Action Step that is very similar to creating a Template. If you are familiar with the Template process the Action Plan Step will be very easy. Action Plans allow the Task step to be auto-assigned and scheduled as needed.