Quickly getting through all your tasks & meeting for the day plays a large part in helping you win everyday.
1. On the Navigation bar to the left-hand panel, click on the Tasks and Meetings button:
2. Once on this page, you can select whether you'd want to view the Tasks, Meetings or Both together:
3. You can select between Complete/ Past and Incomplete/ Upcoming tasks & meetings:
4. You can also filter your Task & Meetings by date as well:
Additionally, we give you the option to check the tasks in a sequence, which allows you to go through them rapidly. Here's a quick glance at how you can do this:
On the Tasks and Meetings page > At the top-right, you will see a button to "Start tasks in a Queue" (shown below)
Once you click on this button, you will be able to see the list of the tasks and can navigate through them to check their status and follow through to complete them one after the other.
Have a look at the below image and the explanation of each action from left to right:
As you can see in the image above, you are directed to the profile page of the record linked to the first task in the sequence.
Starting from the first drop-down which reads Candidate tasks, you can change it to any other entity (Contacts, Companies, Jobs) and check the tasks in sequence for each of those entities (If you have incomplete tasks within them).
The next tab which reads "complete" helps you quickly know if there is anything left to be done on the record you're currently on.
You can click on the drop-down which reads Progress to get a list view of all the records that are in the task sequence:
To toggle between the Previous profile and the Next profile in the Task sequence, you have the buttons.
The task sequence is designed for you to have a look at all your upcoming tasks at once without having you manually click on each task and then be redirected to a new tab, instead just toggle through the task sequence and you'll save hours every week
If you have more questions, just click on the blue chat bot on the bottom-right and Send Us a Message to chat with us 🙂