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Planning: organization of tasks and appointments
Planning: organization of tasks and appointments

Task management and appointment explanation

Claudia Fusco avatar
Written by Claudia Fusco
Updated over a week ago

A. How to add tasks

You can add a task to yourself, to the users of your office and to the clients you manage. To add tasks to clients:

1. CRM

2. Enter a contact from the list.

3. At the top right click on the blue button "Add task".

4. You must include the type of task and the sections with (*) to save the task.

You can also create tasks from the Planning area that you have in the main menu in the left side.

Within the planning tool you have three views: tasks, week and planning; In all of them you must click at the top right on "add task" and indicate the information it contains (*) to be able to save the task.

Another way is in the clients list. In the task column you can create new ones and see pending tasks

Remember that you have the option of giving titles to your tasks, so it will be easier for you to organize and locate your tasks.

In the following explanatory video we show you in detail how to use the Agenda tool in Witei so that you can get the most out of your Planning section:

B. Receive task reminders

To receive task notifications you must have the notifications activated in your user.

1. Go to the main menu in the left side.

2. Go to your notifications

3. Activate the task notifications that you want to receive by email.

C. View my tasks and those of my colleagues

Remember that depending on the user permissions you have, you will be able to see or not the tasks of your colleagues.

The easiest way to see your tasks for the day and those that are overdue is by going to the Dashboard, there you can access to see all the tasks, edit them, postpone them and mark them as completed.

You can also view them from Planning and choose the type of view you want to see them in: tasks; you will see only your tasks, week; you will see your tasks during week, planning; you will see the tasks of the entire office and you will be able to filter the information you want to get.

Remember that from the file of every client you can review in activity the tasks that you have created. And you can also see the tasks from the customer list in the "tasks" area.

D. Appointments

This appointments tool allows you to provide your contacts with an interactive calendar so that they can choose a time when they want to meet you.

Click here if you want to know in detail how to use the Appointments tool and start taking advantage of all its benefits.

If you have any questions, contact us by chat!

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