Tasks and Reminders for Contacts
Stay on track with tasks and reminders linked to your contacts.
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Creating Tasks for Contacts
What are Tasks?
Tasks are to-do items linked to contacts:
- Follow-up call
- Send documents
- Schedule viewing
- Check-in with client
- Update information
Creating a Task
- Open a contact
- Go to Tasks tab
- Click + Create Task
- Fill in:
- Title: Short description
- Description: Detailed information
- Due date: Deadline
- Priority: High, Medium, Low
- Assigned to: Responsible teamlid
- Reminder: When to send nietification
- Click Save
Task Statuses
- Open: niet yet started
- In Progress: Working on it
- Completed: Finished
- Cancelled: No longer relevant
Reminders and nietifications
Reminder Options
Set reminders for tasks:
- No reminder: No automatic nietification
- At due time: At exact deadline
- 15 min before: 15 minutes in advance
- 1 hour before: 1 hour in advance
- 1 day before: Day in advance
- Custom: Choose your own time
nietification Types
- In-app nietification: Badge in Tesoro (always)
- Email nietification: Email reminder (optional)
- SMS nietification: SMS reminder (optional)
Managing nietifications
Go to Settings > nietifications to configure:
- Which nietifications you want to receive
- Via which channel (in-app, email, SMS)
- nietification times
Task Best Practices
Frequently Asked Questions
Can I assign tasks to other teamlids?
Yes, select the teamlid in the 'Assigned to' field when creating the task. They'll automatically receive a nietification.
How do I see all my tasks overview?
Go to the Tasks module in the main menu. There you see all tasks filtered by: Today, This Week, Overdue, Completed. You can also filter by priority and assigned to.
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