Managing Tasks in FrontSpin

Here's an overview of managing your tasks in FrontSpin: 

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TASKS PAGE

FrontSpin has a Unified Tasks View that shows your overdue and upcoming tasks. It can be configured to show tasks up to 30 days in the future.

TASKS PAGE CONTROLS

  • Calendar (top left-hand side) – you can select any date to show tasks in that specified range. Typically you would want to select today or the start of your current week.
  • Date Area (top-center) – You can always click on the TODAY link to get your most up-to-date tasks information.
  • Task Owner – By default you would be looking at your own tasks, but if you want to see another user’s tasks, you can search for their name here.
  • Show – you can choose to see tasks due Today, this Week or in the next 30 Days. You will always see any overdue tasks as well.
  • Show Completed – by default you will only see your uncompleted tasks, but you may check this checkbox to see completed tasks as well.
  • Task Filters (Calls / Emails / Demos / Meetings / Others / All) – by default you will see all tasks available, but you may choose to filter down only to specific tasks, such as seeing only your Email tasks.
  • Add Task – you can create a new task and assign it to a contact in FrontSpin.

TASK PAGE SECTIONS

  • Overdue – shows any tasks that are currently overdue.
  • No Due Date – shows any tasks you forgot to specify a due date for.
  • Specific Dates – shows upcoming tasks by specific dates.

TASK CONTROLS

  • CONTACT – click on the Contact’s name to go to their Contact page.
  • TASK – if the task type is Call, you will see a CALL link that will begin calling the Contact and take you directly to the Contact’s page.
  • ACTIONS
    • PENCIL – you may click on the pencil icon to edit the current task.
    • CHECKBOX – you may click on the checkbox to complete the task.

CREATING A NEW TASK

Once you have clicked the “+ ADD TASK” button, you will see a new Task creation page.

TASK CREATION SECTIONS

  • Task Type (top row of icons) – choose the type of task you want this to be. If it is a CALL or CALLBACK task, you will have the option to click-to-call on the Unified Tasks View and on any Task popup notifications.
  • Subject – you will be able to see and read this on the Unified Tasks View and on the Contact’s activity timeline.
  • Comments – any additional comments or details you wish to add to the Task.
  • Date – choose the due date for the Task
  • Time – this is optional, but if you enter a time, make sure to use the standard format (e.g. 10:00 AM).
  • Related To – you may assign this Task to an Account / Opportunity / Contact using this drop-down menu.
  • Assign Task To – by default the Task is assigned to you, but you could assign it to a different user instead.
  • + ADD USER – you may assign a single Task to multiple users.
  • SAVE AND FOLLOW UP – this saves the current Task and then allows you to create another new Task.
  • SAVE – this saves the current Task.

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