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Tasks

Simple steps to schedule a task for yourself or a team member to stay organized and efficiently manage your follow up

Steps

Scheduling tasks in the VDP is a quick and efficient way to keep track of your activity in one centralized location.

Using a follow up process that includes multiple contacts exponentially increases the chances for a successful acquisition. Learn more about our best practices in this guide, and request the creation of follow up plans to your Acquisition Coach

To schedule a task, go the the Actions section on the VDP

  1. Click the plus icon ➕
  2. Click Task (This will open the Add Task modal window)Tasks-01
  3. Check and/or select the type of task - use the dropdown to click on Text, Call, Email or To Do
  4. Click the specific date on the calendar
  5. Setting a time for the task. To set a time, click the dropdown arrow by the clock icon and select a specific time
  6. Enter a title field is required - if you don't enter a title, the task will not save 
  7. Enter a description - is not required
  8. Attach a file - is not required
  9. Assigned To - Task assignment will default to the user setting the task. You can use the dropdown to assign to another member of your team if desired
  10. Click Confirm in order to save

Every time a task is created, the user assigned to that task will receive a notification informing they were assigned to the task.

Tasks will be displayed in:

Task Types

  • Text - Reminder to send a text 
  • Call - Reminder to make a call
  • Email - Reminder to send an email
  • To Do - Reminder to take some action