To add a task to a deal in Taskip, follow these steps:

1. Navigate to the Deal #

• Go to the Sales Pipeline and click on the deal you want to add a task to. This will open the detailed view of the deal.

2. Access the Tasks Tab #

• In the deal view, click on the Tasks tab, which is located next to Meetings, Notes, and Activity.

3. Create a New Task #

• Click the + Create Task button, which is located in the top-right corner of the task section.

4. Fill in Task Details #

• A pop-up will appear to create a new task. Fill in the following details:
  • Task Name: Enter a brief name for the task (e.g., “Call to Prospect”).
  • Task Type: Select the type of task (e.g., Call, Meeting, etc.).
  • Assignee: Assign the task to a specific team member.
  • Priority: Set the priority for the task (Low, Medium, High).
  • Select Date: Choose the due date for the task.
  • Select Time: Optionally, choose a specific time for the task.
  • Description: Add any relevant details or instructions for the task.

5. Set a Reminder (Optional): #

Taskip allows you to set reminders for tasks to ensure that important deadlines and follow-ups are not missed. The available reminder options are:

• At task due time: You’ll be reminded when the task is due.
• 30 min before: A reminder will be sent 30 minutes before the task’s due time.
• 1 hour before: A reminder will be sent 1 hour before the task’s due time.
• 1 day before: You’ll get a reminder 1 day in advance.
• 1 week before: A reminder will be sent 1 week before the due date.
• Custom date: You can set a custom reminder date based on your preferences.

Reminders help ensure that your team stays on top of important tasks and deadlines, improving productivity and reducing the chances of forgetting critical actions.

6. Set a Repeat (Optional): #

The Repeat functionality allows you to set tasks that occur on a recurring basis. When you setup a repeat task system will automatically create a task for you in that certain time. The available options for repeating tasks are:

• No Repeat: The task will not repeat.
• Every Week: The task will repeat weekly.
• Every Two Week: The task will repeat every two weeks.
• Every Month: The task will repeat monthly.
• Every Three Month: The task will repeat every three months.
• Every Four Month: The task will repeat every four months.
• Every Six Month: The task will repeat every six months.
• Every Year: The task will repeat annually.

Setting tasks to repeat is useful for regular follow-ups, meetings, or other periodic activities, ensuring consistency in your workflow.

These features help manage ongoing tasks and deadlines efficiently, enabling teams to stay organized and proactive.

7. Save the Task #

• After filling in the task details, click Save to add the task to the deal.

Insight: #

Adding tasks to deals helps you stay organized by ensuring that important activities and follow-ups are planned and assigned to the right person. Tasks keep your team on track, ensuring that no crucial step is missed in progressing a deal.