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hello everybody my name is Drew and

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today we're going to walk through the

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tasks page in VipeCloud this is

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going to be just a visual walkthrough

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of that tasks table that you see so

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we're not going to go too much into

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anything that would take us off this

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page

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but without further Ado

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let's Jump Right In Here

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the tasks page can be

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navigated to from the the sidebar in

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the CRM section and at the very top here

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is says task list you can click on

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that it'll take you to this page right

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here now we're going to walk basically

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from the upper left to the bottom right

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of the page here pretty much as one

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would read a book

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the first thing we see

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here is search my open

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tasks and this right here lets you

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search through the names of of tasks so

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for instance I got Discovery call

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right here that is in a task Nam so

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if I search for

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Discovery hit

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enter that takes me down

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here to get out of this I can just clear

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out the search bar hit enter again and

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now I'm back to viewing what I was

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seeing before we got the learn button

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right here which is probably how you

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found this video

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today and yeah that just sends

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you the help

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resources this green create button in

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the upper right corner is how you can

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create a new task at least from this

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page of course there are other places

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you can go contact records for

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instance you can go to to create

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tasks we're not going to go too much

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into the the nitty grid

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of tasks right here I know our CRM

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101 video walks through creating tasks

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in a bit more detail there but this is

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indeed how you can create a new one and

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you can just go from the top to the

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bottom right there and then hit create

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and reload and you'll have made your

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your new

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task now this button right here if

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you're look if you're looking at this

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page and you're kind of confused by like

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what you are seeing it's something

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different than what expecting this is

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the first place to check and actually

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that's the case across all of VipeCloud

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this is how you can view the how you can

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select the filter view that you are

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using for instance this is my open

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tasks what that means is it's every

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single task that has not been completed

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and belongs to

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me for instance there's no time

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parameter there it could be an open

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overdue task it could be an open task

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that's due today and and it could also

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be an open task that's due next

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year if I want to see for instance

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today's tasks this is the filter

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view that most people in most cases are

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probably going to be wanting when

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they're looking at their task list you

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see just choose today's tasks that's

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going to be everything that is open it

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has not been done yet and it's either

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overdue or it's due

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today and you can see right here it

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say filters and it gives these reasons

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here due date is less than

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today and completed is false that's

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another way of framing what I just said

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right

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there you'll see of course any custom

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filter views that you've created here as

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well for instance I've got one

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right here that says owner is bugs like

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Bugs Bunny being another user in this

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demo account here this is a bit of a

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view that a sales manager might want to

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to use of a being able to see the tasks

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that belong to a teammate another user

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within the

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account but I'll go back to today's

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tasks right here althere's this

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star button right here that lets me

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star this filter View that can

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make it if you if we

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choose that you if you select that

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you're able to find it within your

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starred filter filter views up

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there now this button right here allow

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allows me to choose how many rows are

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visible at any given time in on on my

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tasks page right here if you want

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to see more tasks at a glance you can go

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up to 200 right here but if the page

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loads a little bit slowly for your taste

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select fewer rows and it will it'll

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load a little faster for

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you we've got this button right here for

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columns this lets us expand or

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reduce how many columns you'll see when

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you're viewing your tasks if

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you're a sales rep using our system and

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you want to be able to really just make

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this tasks page a just a call list for

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first thing logging in on

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any given day this is a great thing to

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spend a little bit of time with that

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you're able to at a glance see the

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information that you need to be able to

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really efficiently go through your call

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list and you're able to add additional

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standard Fields right here the

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standard Fields being the ones that come

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out of the box in the system which are

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things that you would find on

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somebody's business card

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and then the custom fields are going to

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be what you've made or those are

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going to be the the custom fields that

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were created by the account owner by

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the

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Admin you can select anything to add

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it to your columns and then these are all

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drag and drop here too you can order

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it however you

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and these these little trash cans

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here let you delete anything that you

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don't need you can choose the sort

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column to to decide how how the tasks

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are going to be ordered and the

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direction right there hit okay once you

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are done and this will be displayed how

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how you just set

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it the filters right here this is how

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you can make new filter views we

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were just talking about the filter views

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from that other dropdown this is

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where you can where you can configure

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them we have a separate video that goes

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all into filter views check out that

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video if if you have questions

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here there's an export button right here

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if you need to export your your tasks

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table just be sure to add any columns

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for data that you definitely want to

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have included in that

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export all right you're able to with

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these little check boxes to the left of

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your tasks you can select multiple and

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then go up right here to the drop down

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the that says selected like

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however

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many that you selected and you can

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interact with multiple that way you can

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change owner to reassign these to a new

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user within your account you can mark

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them complete on mass snooze is a way

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that you can delay the due date of them

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if you decide you want to punt this

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into next week or something that

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snooze is how you can do that and of

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course delete deletes them

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and of course you have those options to

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do this individually with any task so

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when I hover over these you can see

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these buttons open up right here doing

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exactly the same things that we were

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just running through Mark complete let

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you mark that task complete snooze lets

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you push the due date into the future

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and then this more option right here

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let's you for instance Mark complete and

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create a

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follow-up which is just a little

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workflow to be able to

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complete and followup and then hit the

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delete button to delete the

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task by clicking on the name of the task

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that will open up the edit model that

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you can use

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to to tweak it in any way for

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instance you can more surgically

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move it into the future however you like

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you can add details you can basically

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just make any edits that you

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need under this item column this is

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going to be generally going to be the

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contact that it belongs to but it does

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say item because tasks can belong to

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accounts and they can all belong to

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opportunities and in fact they can

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belong to multiple multiple contacts

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opportunities however you need to

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configure it that's what you'll see

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right there but there's a little icon

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right here to indicate what you're

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looking at that little person icon

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shows that the element here is in fact

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a contact in our system you can click

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on the name of the contact to go into

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the contact

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record and you've got these buttons

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right here quick view which I'm

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going to show you in a second that's

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extremely useful I think for efficiently

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going through your call list but you can

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Edit the contact and you can just

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click on this button to quickly fire off

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an email to your contact you'll see

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an option for

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for SMS here if you have SMS

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enabled in your

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account when I click on this quick

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view button this lets me load up the

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contact

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record in question without me having to

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leave the page that we're

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on this is a really efficient way to

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work through your call list without

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having to load multiple Pages it lets

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you jog your memory and and remember why

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it is that you're that you're calling

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this this person it helps you hone

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your

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pitch and you're able to see basically

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anything that is on the contact record

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from here rev viewing all of the

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details but I can go over here to

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activity to view the view the

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communications that have gone back and

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forth with this person

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and I can from here send an email

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send a text the phone number

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can be can be used from here as

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well and then now we're just able to see

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all of

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the other columns that relate to our

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tasks here such as in this case we got

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due date we've got

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priority which not all accounts need but

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but it can be helpful for some sales

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Cycles to set different priority levels

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to your tasks that they can be done

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in that particular

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order and I believe that is about it for

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our tasks

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table I hope that you have found

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this helpful today and are a little bit

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more familiar with how to use tasks in

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VipeCloud as always reach out to us if we

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can be of any further assistance

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thank you much