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Create and Manage Tasks in Dooly
Create and Manage Tasks in Dooly

Keep your promises and stay on top of your action items and follow-ups.

Laura Liggett avatar
Written by Laura Liggett
Updated over a week ago

Ever find yourself planning for an upcoming call with a prospect only to realize you forgot to do an action item from your last call? Oops... not on our watch! Use Dooly to manage your tasks so you are on top of your action items and follow ups.

There are many ways to create and manage your tasks in Dooly that compliment how you work. Let's get into it!

Manage all of your tasks

Get a bird's eye view of everything on your plate so you can crush your to do list.

Dooly automatically pulls in your Tasks views from Salesforce. Check out the view called Incomplete Tasks to get started.

  • Drag and drop tasks between statuses as you progress, or all the way to the Completed column βœ… (Nice)

  • Use filters to focus in on your tasks based on attributes like due date, assigned to, by record, or try a combination.

  • Sort your tasks by created date, due date or last updated date via the Preferences button drop down.

  • Not a fan of the Kanban view for tasks? Not a problem - click on the layout button

    to switch to a table format.

Task Editing in Kanban View

Need to make an update to your task? Not a problem in the Kanban view layout! Simply click on the card and edit the task title (subject) to change the wording of your task. Click on the avatar to change the assigned to, and click on the due date to make updates.

Pro TipπŸ’‘: Note Links on Task cards in Kanban view allow you to see and link to the note your task originated from.

Alternatively, you can customize a Task view from scratch:

  1. Go to your Dooly Pipeline

  2. On the Priority Views Bar select "More Views"

  3. Click on "+ Create new view"

  4. From the Data Source drop down, select Tasks

  5. Apply these filters to the view to get only your incomplete tasks:

    1. Assigned to is me

    2. Status is not Completed

    3. Task Subtype is Task

  6. From here, you'll see all of the incomplete tasks that are assigned to you.

Here's a quick overview of how to manage your tasks by adding Fields when using the table layout view:

  1. Subject: The name of the task.

  2. Name: The related Contact for this task (if applicable).

  3. Related To: This is the Salesforce record this task is related to, usually a deal or account.

  4. Due Date Only: The date to do the task.

    • πŸ’‘ Pro Tip: Sort this view by Due Date Only so you can prioritize what to tackle first (today's tasks and overdue tasks will be at the top).

  5. Status: Here's where you can mark your task as complete!

  6. Priority: High, medium, or low to help you prioritize.

  7. Assigned To: That's you

Manage tasks for a specific record

Want to see what action items you have for a specific Account or Opportunity? No problem!

  1. CMD+J to find a specific record

  2. On the DealSpace or AccountSpace page, you'll see the Tasks icon

  3. In the pop out drawer you'll see all of your tasks related to this Account or opportunity

    ​Note: For other record types like Lead, Contact or custom objects, you can manage tasks from the Tasks Widget in Record Overview.

Create and manage tasks from your calendar

Live out of your calendar? See what's on deck to do today and what's upcoming by managing your tasks right from your Google Calendar.

  1. Go to your Google Calendar

  2. At the top of the day, click on the little checkbox icon

  3. Here is where you can add new tasks, or complete your to do's for the day

Create tasks from your notes

Easily create tasks directly in your note so when a call wraps ups, don't forget to create tasks to remember to follow through on action items.

  1. In your note, use one of the commands to create a task:

    1. "/" shortcut and select "Task"

    2. "[ ]" shortcut and a task will be created

  2. When you hover over the task, you can:

    1. Relate the task to a related Contact record

    2. Assign the task. By default, the task will be assigned to you, however you can assign the task to others you work with.

    3. Set a due date

  3. Once you're done, click β€œSync” and your new Salesforce task has been created!

Explore more tips for boosting your sales productivity with Dooly.

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