Custom Task

Custom task

Topics Covered:

 

• About
• Getting started with the Custom task
• Editing a custom task
• Frequently asked questions

 

About

Custom tasks refer to the tasks that you design specifically for a lead rather than having them assigned to you by a cadence. Cadence offers the flexibility to edit these custom tasks as well.

 

Getting started with the Custom task

The steps to create the Custom task are shown below:

 

• Step 1: Go to the People page > Click on any available lead on that page.

 

• Step 2: Now you can see the option reminder on the top right corner of the screen. You can create a Custom task for the lead by clicking on the “reminder” button. 

 

 

• Step 3: Task action: You need to select the type of custom task you want to create. Available types are:

 

• • Call
  • SMS
  • Mail
  • Linkedin
  • WhatsApp
  • Ohers

 

• Step 4: User: If you want to assign the lead to another person and want to create a custom task for the new owner, you can choose the new user here instead of the default choice, which is you. You can select the user from the drop-down. 

 

 

• Step 5: Event name: Name of the event that will appear in the calendar meeting. In your profile, you have an option where you can select whether you want to create a calendar event for your custom task. 

For example, if a call task is selected, and the event name is set with new, it will appear for calendar meetings. 

 

 

• Step 6: Duration of event: This will be the duration of the event created in the calendar. You can select the duration from the available option:

 

 

• Step 7: Date & Time: This will be the start time for the event created in the calendar and the time the task will be shown on your task page.

For example, the date and time is set for 1st August , 2024, at 7 p.m.

 

 

• Step 8: Next you have to click on the "Save" button to save the Custom task.

• you can edit the custom task from the activity area also. 

Frequently asked questions

• Q. Why can't I create the custom task?

Ans: The reason that you can't change the custom task may be that the owner of the lead has changed. If the owner of the lead is changed, you will not be able to create a custom task. 

 

• Q. What happens when a custom task is created?

Ans. As soon as a custom task is created, an activity is also created on the right-hand side of the lead’s profile, with a pop-up notification on the top right corner of the screen.