This feature is designed to improve the organisation and efficiency of users who do not have a CRM. It offers a set of reminders and tasks to complete, synchronising with Outlook calendars for optimal time and task management. The tool includes a task page with lists of reminders, scheduled video calls and pending messages. Additionally, it allows you to schedule reminders and video conferences directly from various menus within the application.
Prerequisites
- This feature is available for the Smart, Business, and Advanced plans 💳
- You do not need to activate any permissions to use this feature
ℹ️ Important
- The Tasks feature is only available on the Ringover Webapp or desktop application
Step 1: Access the Feature
- Go to your Ringover Webapp or desktop application
- Click on the bell icon located on the left side of the interface, above your avatar or profile photo
- You will see the Tasks page with different types of tasks to manage
💡 The types of tasks that can be created or scheduled, or that appear by default, are:
-
- Call
- Video call
- SMS or omnichannel messaging
- In the upper right corner, you can select whether you want to see your tasks scheduled for today or your upcoming tasks to manage
Step 2: Create a Task
Tasks can be created from different places in the interface:
- Task Page
- Call Details
- Aftercall
Create a Task from the Task Page
- Access the Task Page by clicking on the bell icon located on the left side of the interface
- Click on "New" to create a new task
- A contextual window will open, and you must complete the fields according to the task you want to create
💡 You can mark the task as important or urgent by clicking on the 🔥 icon located in the upper right corner of the window
- Once you have completed the fields, click on "Create a new task"
Create a Task from the Call Details
- Access the call records page of your Webapp or Ringover application
- Click on a call to access the call details
- Click on the three dots located in the upper right corner of the call details or on the bell icon
- Select "Create a new task"
- A contextual window will open, and you must complete the fields according to the task you want to create
Create a Task from the Aftercall
At the end of a call, if you have activated "Aftercall work," you will see a box in your interface that allows you to take notes or add tags. From there, you can also create tasks. To do this:
- Click on "Create a new task"
- A contextual window will open, and you must complete the fields according to the task you want to create
- Once you have completed the fields, click on "Create a new task"
That's it! Now you know how to use the Tasks feature 🎉