Task management in Ringover helps keep your support and sales teams organized, aligned, and on schedule. In this guide, you’ll learn how to create and assign tasks, monitor task columns, update task statuses, and filter your workload to ensure no customer follow-up is missed.

Keep your team on track 

1. Create and assign a new task

Easily schedule follow-ups and assign them to specific team members to keep your client relationships moving forward.

1. Go to your Tasks page on your Dashboard.
2. Click on Add task at the top of the screen.
3. Select your chosen means of communication:
   • Call
   • SMS
   • Meet (Video meeting)
4. Fill in the requested task information:
   • User/Agent: The team member responsible for executing the task.
   • Contact: The customer or prospect who will receive the action.
   • Date & Hour: The scheduled deadline for the task.
   • Note: Any critical background info or context for the task.
5. Click Create to save and assign the task.

2. Monitor your active task list

Track active and pending workloads at a glance using the structured task dashboard. Your table includes the following columns:

1. Task: Displays the designated communication type (Call, SMS, or Meet icon).
2. Agent: The Ringover user responsible for the task.
3. Contact: The customer or client who will be contacted.
4. Created on: The exact date the task was generated.
5. Due date: The date and hour when the action must take place.
6. Status: Displays whether the task is currently To-Do or Done.
7. Note & Importance: Displays quick-access notes and priority indicators. Simply hover your mouse cursor over any task in your list to instantly read the full text of the attached Note without having to open the task details.

3. Edit, prioritize, and manage your tasks

Update task details, raise priority levels, or clean up your dashboard as your team progresses through their day.

1. Locate the task you want to modify on your list
2. Click on the three little dots icon on the right side of the task row
3. Choose from the available quick-management options:
   • Mark as Done: Shifts the task status from "To-Do" to "Done."
   • Edit: Allows you to modify the assigned agent, contact, scheduled time, or notes.
   • Remove: Deletes the task from your dashboard entirely.
   • Mark as Important: Flags the task with a high-priority marker to ensure it stands out.

4. Filter and personalize your task dashboard

Quickly drill down into your list to identify overdue work or monitor individual team performance.

1. Filter by Status and Date: Narrow down your list to view only pending "To-Do" tasks, completed "Done" tasks, or items due within a specific date range.
2. Filter by Group and User: Personalize your workspace view by selecting specific department groups or individual agents to audit team-wide task completion rates.

🎉 You now know how to use Ringover Task Management and can reliably assign, track, and complete crucial client follow-ups on time!