Using Tasks

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Using Tasks

Tasks can be generated automatically after completing certain processes in the system.

We have listed two scenarios:

  1. After saving an opportunity:

There will be a confirmation screen to select if the user would like to make an appointment.

Make appointment after saving opportunity

By accepting, you will be taken into the calendar screen to schedule a time for the task that is being generated.

Step 1:

Select a date and time in the calendar and double click on the selected time and date..

Select time in calendar

Step 2:

Enter the required fields.

  • Task “Type” will be automatically set as a “Meeting”.
  • Task “Description” will be auto-filled with the task type and customer name. Eg: “Meeting John Adams”.
  • Edit “Description” if needed.
  • Select a “Start Date” and “End Date”.
  • You can choose to set a “Reminder” and select a time prior the task start date.
  • In the “Owner” field, select which group, team or user will be assigned with the task.
  • You can add additional information on the “Notes” field.

Task Information- Meeting

Step 3:

Save task to finish.

Set Outcome and save

Step 4:

After saving you can choose if you would like to qualify the opportunity.

Qualify opportunity

Step 5:

Complete Task.

  • Double click on the task in the calendar.
  • Click on “Completed on” and select the date and time.
  • Additionally, you can select the outcome of the task.
  • Unless “No Further Action” is selected, each outcome will follow with an action and another task in OpenJanela.

Set Outcome and save

  1. After selecting “Schedule Follow Up”:

There will be three options to choose from:

  • New Call
  • New Email
  • New Appointment

Schedule Follow up

By selecting one of these, you will be taken into the calendar screen to schedule a time for the task that is being generated.

Step 1:

Select a date and time in the calendar and double click on the selected time and date.

Select time in calendar

Step 2:

Enter the required fields.

  • Task “Type” will be automatically set depending on the previous action chosen. Eg: “Call Customer with Schedule”.
  • Task “Description” will be auto-filled with the task type and customer name. Eg: “Call Michael Terry”.
  • Edit “Description” if needed.
  • Select a “Start Date” and “End Date”.
  • You can choose to set a “Reminder” and select a time prior the task start date.
  • In the “Owner” field, select which group, team or user will be assigned with the task.
  • You can add additional information on the “Notes” field.

Enter details-Call customer with schedule

Step 3:

Save task to finish.

Save task and set outcome

Step 4:

Complete Task.

  • Once the task is completed, double click on the task in the calendar.
  • Click on “Completed on” and select the date and time.
  • Additionally, you can select the outcome of the task.
  • Unless “No Further Action” is selected, each outcome will follow with an action and another task in OpenJanela.

Complet Task

Creating Tasks

Tasks can also be created from the “Lead Management” details screen or from the “To Do List” in “Lead Management” and “Customer Management”

  1. If task is added from the “Lead Management” screen.

Step 1:

Select “Add Task”.

Create task from lead management details

Step 2:

Select a date and time in the calendar and double click on the selected time and date..

Select time in calendar

Step 3:

Enter the required fields.

  • Select the task “Type”.

select task type

  • Task “Description” will be auto-filled with the task type and customer name. Eg: “Follow Up on Quotation Robert Williams”
  • Edit “Description” if needed.
  • Select a “Start Date” and “End Date”.
  • You can choose to set a “Reminder” and select a time prior the task start date.
  • In the “Owner” field, select which group, team or user will be assigned with the task.
  • You can add additional information on the “Notes” field.

Set task as completed and set Outcome- Place order

Step 4:

Save task to finish.

enter required fields-make quote

Step 5:

Complete Task.

  • Double click on the task in the calendar.
  • Click on “Completed on” and select the date and time.
  • Additionally, you can select the outcome of the task.
  • Unless “No Further Action” is selected, each outcome will follow with an action and another task in OpenJanela.

  1. If the task is added from the “To do list” then click on the “+”

Create task from to do list

Follow the same steps as described previously. (Steps 3-4)

Step 5:

Complete task.

  • Click on the edit button.

Edit task from to do list

  • Click on “Completed on” and select the date and time.
  • Additionally, you can select the outcome of the task.
  • Unless “No Further Action” is selected, each outcome will follow with an action and another task in OpenJanela.

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