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Creating and Managing Tasks

This guide covers every way to create tasks in Votel and how to manage them through completion. Tasks keep your team aligned on follow-ups, action items, and deadlines.

Creating Tasks​

Creating Tasks-Manual Creation

Creating Tasks-From Workflows

Creating Tasks-From Conversations

Manual Creation​

  1. Go to the Tasks section from the main navigation.
  2. Click Add Task.
  3. Fill in the task details: title, assignee, due date, and any notes.
  4. Save the task. It immediately appears in the assignee's task list.

From Conversations​

While viewing any conversation, you can create a task directly from the sidebar. This automatically links the task to that contact and conversation, giving the assignee full context when they pick it up.

From Workflows​

The Create Task Node in the workflow builder generates tasks automatically. For example, after a sales call ends, the workflow can create a task for a team member to send a follow-up proposal. See the Create Task Node documentation for configuration details.

Assigning Tasks​

Assigning Tasks

Every task must have an assignee. Select the team member from the dropdown when creating or editing a task. Reassigning is simple --- edit the task and choose a different person.

Tracking Status​

Tasks move through statuses as work progresses. Update the status to reflect where things stand:

  • Open --- the task has been created but work has not started.
  • In Progress --- the assignee is actively working on it.
  • Completed --- the work is done.

Keep statuses current so your team has an accurate picture of outstanding work.

Setting Due Dates​

Setting Due Dates

Every task should have a due date. Deadlines create accountability and make it easy to identify overdue items. Tasks past their due date are highlighted so they stand out in the list.

Next Steps​