Tasks

keep your cs team organized and make sure nothing gets missed by defining tasks overview get organized by defining tasks and make sure nothing is missed become more efficient using tasks automations defining tasks there are multiple ways of creating tasks in custify access the customer 360° profile and manually create it on the company or people accounts from the customer 360° profile from the action list from the dedicated tasks tab observation tasks that you define for people accounts will also reflect on the company account the person is assigned to 2\ automatically create tasks through the tasks will be automatically created and assigned to a company when that company enters the lifecycle they can also be automatically marked as done by checking the option mark remaining tasks as no longer relevant when a company completes the lifecycle pro tip define onboarding tasks, like “schedule onboarding call” or “schedule product training”, that are applicable to all the new customers 3\ automatically create tasks using playbooks pro tip automatically create tasks for csms to check accounts that enter in the “low activity” segment no matter where you create the task from, the task structure will be the same task name and description add a suggestive name and a description to the task; in this way, you will know exactly what you have to do, even if some time has passed load from template define your tasks’ templates in the custify settings, then build tasks using predefined information save time by using templates instead of recreating them for each customer add tag use tags to categorize your tasks define your tags in the custify settings, then categorize tasks by importance, subscription plans, csms in charge to track them, or any category you consider useful add dynamic data add dynamic data to the task’s description to automatically customize the text you will be able to choose from attributes, metrics and health scores assigned to select the person responsible to do the task due date set a deadline for the task to be completed priority set a task priority (high, medium or low) person assign the task to a person account (person that is assigned to the company you define the task for) the task will also be visible on that person’s 360° profile managing tasks tasks can be reviewed and edited in different places in the app in the customer 360° profile , where you can review the tasks and their statuses edit a task change a task’s status tag tasks 2\ in the tasks menu, where you can have a quick overview of all the tasks defined in your custify instance here you can filter task by • created by • company • assigned to • tags • status multiple filters can also be applied sort tasks by • due date sorting it will first sort tasks by due date type (overdue, future due, no due date), then by the actual due date (ascending), then by creation date (ascending); • priority sorting first sorting criteria will be by priority (high, medium, low), then by the actual due date (ascending), then by creation date (ascending); • company name sorting sorts alphabetically by company name, then by the actual due date (ascending), then by creation date (ascending) select tasks and change their status to no longer relevant or snooze them select tasks and mark them as done