Shared Work
The task module of the sales deal room
Shared work is the task module of the saled deal room. Defaults tasks and milestones are displayed, based on the template selected at the time of deal room creation.
The details include:
Milestones
Each column header is the the milestone name colour coded for easy understanding.
The card contains the task count and progress bar.
Tasks
The tasks belonging to each milestone are are arranged below each other as a list.
The task card contains the task status, task name, tags, assigned user, and attachment lists.
Task Action
Click on the task action icon to mark the task as 'Risk' or 'Blocked.'
Click on the task name to view task details.
Add tasks
To add tasks, select the milestone the task belongs to and scroll to the end of the task list. Alternatively, you can use the 'Add New' to add a task.
Read 'Add Task' section for more details.
Add Task
Tasks can be added in two ways:
Quick Add - Add tasks in the selected milestone
Use the 'Add New' button and add the following details
Task Status
Select the status of the task
For example, Not Started.
Task Title
Add a task title/name.
For example, CRM Org Setup.
Due Date
Add a due date for the task.
User
Assign the task to a user.
Tasks can be assigned to internal users or customers.
Attachments
Click to add attachments relevant to the task.
Add Task option
Click on the 'Add Task' on the Onboarding Plan page and add the following details:
Task Title
Add a task title/name.
For example, CRM Org Setup.
Task Description
Add a small description for your task
Task Status
Select the status of the task.
Tag
Add or select an existing tag for the task.
Tags help in grouping and filtering the tasks.
Users
Add user to assign them to the task
Tasks can be assigned to internal users or customers.
Linked Tasks
Use the '+' to link the new task with other tasks from the same milestone.
Check List
You can add a checklist for each task. Each action item can be added in the checklist to track the progress.
Checklists can be used to ensure the task's goal is met efficiently.
Attachments
Use to add documents related to the task
Task details are auto-saved. Once you add the details, click Close.
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