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Configuring tasks

A task a type of activity that does not need to occur at a defined time and must be assigned to one or more users. Lead tasks are tasks that are assigned to a user through the process of a lead call, and indicate what needs to be done for the lead following the call.

For example, when you add a lead to a call list, the Set Call Back task is assigned for the lead. When you navigate to the Call Lists workspace to work with your call list, the call script for the Set Call Back task is automatically populated in the Log Call Results zone each time you select a lead in the call list. The answers entered in this call script configure future task assignments for this lead.

By default, when you create a task or a lead task, it is automatically assigned to you. However, you can configure tasks to be assigned automatically to one or more other users, in the Task Management tab on the Customize workspace.

Configuring task assignments

By default, new tasks you create, including new lead tasks, are assigned to you. However, you can select a user or a group of users to assign your tasks to instead.

To manage which users your tasks are assigned to:

  1. Navigate to the Customize workspace.
  2. In the Task Management tab, select the task template that you want to assign users to.
  3. In the Task Assignment subtab, in the Assign To area, click the Select button .
    The Participants dialog opens.
  4. In the list on the left side of the dialog, select the users you want to assign the task to, and click Add.
    Your selections are added to the users list on the right side of the dialog.
  5. Click OK.
    The Participants dialog closes.

Now whenever you create a task using this task template, the selected users automatically appear in the Assign To field and are assigned to the task.