Tasks
What the assistant leaves the team after calls: call back, a message, a promise. Each task reaches the person in charge.
Tasks shows together with Team. Each task comes from a call, and reaches the team member in charge of it, or you when nobody on the team fits.
Kinds: call back, message, promise, dispatch, and task.
Tabs: all, open, overdue, promises and done.
Who gets what, and when
- The team member is told right away when the task is created, and reminded when it's due.
- Two hours after the reminder, a task nobody handled goes up to you.
- Every team member with an email gets a morning summary of their tasks still open from earlier days.
- Reminders and escalations to you wait for the morning: not between 21:00 and 08:00.
Closing a task
Mark done in the dashboard (on a phone: swipe the row), from a button in the email, or from a quick reply on WhatsApp. You can also remind, hand over to someone else, cancel, and reopen.
An overdue task also shows in "To handle" (Calls and "To handle").