Tasks in Funnel are used to assign required actions to internal Funnel users, related to a specific Lead. Tasks can only be seen by administrators and cannot be seen by Leads or their guardians.
When a Task is assigned to a user in Funnel, they receive an automated email with details of the Task.
To add a new Task to an existing Lead, search for the Lead and click on the name to access the Lead detail page. Click on the 'Create Task' button at the top of the timeline. Note that you can also 'mention' other team members in a Task, in which case they will receive an automated email letting them know that they have been mentioned. Mentions can be triggered by typing '@' followed by the user's name.
Here's a closer look:
A pop-up will appear, offering an assignee, a due date and time, an email reminder day and time, a title and details.
Once you've composed your Task, click 'Save task' and it will appear on the Lead's timeline immediately.
Existing Tasks can be edited or deleted by clicking the three dots on the top right hand side of the note.
The assignee can mark the task as completed by clicking the round button on the task. Below is how the task will appear once completed.