For many of our customers, a proper task management component is essential. SpinOffice provides a simple and clear way of creating and managing tasks.
9.1 Creating tasks
When on a contact card, click on the ‘Task’ icon in the toolbar menu or via the menu item New -> Task. The following window will appear:
Many fields can be filled in besides scheduling, prioritizing and adding a note to the task. Thus, it is possible to link the task to a folder and/or an activity (support, service, declarable etc.). You can even add attachments.
When a task has been saved, it will appear in your ‘Task list’ and also in the contact’s archive. In this archive, finished tasks are shown with a green checkmark. High priority tasks are shown in red in the task list and will get an exclamation point in the reminder screen.
9.2 The task list
As we just said, tasks can be viewed per individual contact, via everyone’s archive. But SpinOffice also provides an overview of all outstanding tasks. We call this the Task list.
All tasks are sorted by expiration date. The longest outstanding task appears at the top. The task status is displayed in red when it has a past date. The task itself is displayed in red when it is labeled as high priority, blue when medium priority and green when low priority.
In the example below you will see the task we made in the previous paragraph.
Click on the name of the contact and you will be taken to the contact card. Click on the task itself to see the actual task and the ability to check and finish the task. The task list can be printed via the print icon in the top right corner.
When using SpinOffice with multiple users, use the filter option at the top of the window to view team members tasks.
If the reminder checkbox has been checked when creating a task, you will receive a reminder at expiration time. Here is an example:
Check and finish the task or snooze and move action forward. All past actions will be logged. So, if action is snoozed, the next time the task is opened the number of snoozes is visible.
9.4 Finishing / checking tasks
Outstanding tasks can be opened from the contact's archive and from the task list. To finish a task, open and click on ‘Finish'. The task will be removed from the task list and will remain, checked, in the contact’s archive.
All tasks, finished and outstanding, will remain visible at individual archive level. They are all stored in the contact’s archive. Click on the 'Task’ item in the list bar on the left to open an overview of all tasks that have been carried out, or that are still outstanding.
Click on an individual task to see more information. It is also possible to finish tasks from here.