📋 Manage task's
The Task Reminder feature in 3Sigma CRM is designed to help you manage your tasks effortlessly and boost your productivity. With this feature, you can create, organize, and track tasks efficiently, ensuring you stay on top of follow-ups, meetings, and important activities. Here's an in-depth look at how it works:
1. Key Features
Task Organization & Assignment: Assign tasks to yourself or team members. Organize tasks by type, and set reminders to ensure follow-ups, meetings, and other activities are never missed.
Customizable Task Types: Define task types that fit your business needs, such as:
Follow-ups: Track interactions with leads and clients.
Meetings: Schedule appointments and team discussions.
Calls: Monitor calls that need to be made or received.
Site Visits: Plan and track fieldwork or inspections.
You can also create fully customized task types with fields relevant to your business.
2. Flexible Reminder System
Custom Reminders: Set reminders at specific intervals, like 15 minutes before a task is due or receive daily summary reminders (morning and afternoon) to keep track of both upcoming and overdue tasks.
Automatic Status Updates:
Overdue: Tasks automatically move to the ‘Overdue’ category if not completed by the deadline.
Due Today & Upcoming: Tasks are categorized to help you prioritize your workload for the day or the upcoming period.
Completed: Mark tasks as completed once they are done, helping maintain an organized and up-to-date task list.
3. Comprehensive Task Management
Organizational Overview: Get a holistic view of tasks across your organization, allowing you to monitor team activities and deadlines.
Filtering Options: Easily filter tasks by team member, task type, or due date. For example, view all ‘site visits’ scheduled in the next two days or filter by overdue tasks assigned to a specific team member.
4. Task Details & Custom Fields
Customize the fields for each task to ensure you capture all the necessary information:
Task Type: Choose from predefined types (e.g., Follow-up, Meeting, Call) or create your own.
Due Date & Time: Set specific deadlines, with an optional time field if needed.
Assigned To: Assign tasks to the appropriate team member.
Repeat: Set recurring tasks for ongoing activities.
Notes: Add important details, instructions, or reminders for each task.
Notes History: Track updates and changes to each task, providing a clear log of activities.
Completion: Easily mark tasks as completed when finished.
5. Customized Task Sync Across Team Members
Once task types are customized for your workflows, they automatically sync across all team members' accounts, ensuring everyone has the most up-to-date information and formats.
6. Streamlined Task View & Workflow
Organized Task Categories: Tasks are clearly categorized as ‘Due Today,’ ‘Overdue,’ and ‘Completed,’ giving you an organized view to manage your workload efficiently.
Daily Summary: Receive two daily summary reminders to keep you on track and boost efficiency.
Example Task Types & Use Cases
Lead Follow-up: Track important conversations and set reminders for the next steps.
Client Meeting: Schedule meetings with location details, agendas, and follow-up actions.
Product Demo: Plan product demonstrations with fields to capture prospect information, demo time, and feedback.
With 3Sigma's Task Reminder feature, managing your tasks becomes simple and effective, ensuring you stay organized, complete follow-ups on time, and streamline your workflow for maximum productivity.
Task customization
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