Using Task Managment Feature in CRM Tool

Using Task Managment Feature in Customer Relation Management Tool

Task Management feature is an important part of any Online CRM application. We can't deny the fact that working with daily tasks, assigning them to the company's personnel and getting them done on time are critical areas for any customer-based organization. Banckle CRM, a cloud CRM solution that combines email, contacts, leads and tasks in one place, aims to help minimize those dropped threads. Banckle CRM has stepped in the global market keeping all the essential aspects and such needs in mind. Banckle CRM app can have a major positive impact on one's organization via shifting the focus from product to the customers, streamlining the offer to what customer requires, not what the organization can make etc. Unlike other online CRM software, Banckle CRM for sales provides its best when it comes to working with the task management options.

Customer relation management has grown in particular importance as it helps to improve the quality of service offered to customers through better handling of projects and tasks. From creating a task to finalizing it, Banckle's hosted CRM helps you in various ways that lead to magnificent growth of your business. With Banckle CRM software, organizations are able to work more efficiently and productively.

How To Work With Tasks via Banckle CRM

Following are the step-by-step instructions to manage your tasks:

1. Sign in to the Banckle CRM. (Signup if you don't have a Banckle account)

Banckle CRM SignIn Screen

2. From the Dashboard screen, click Tasks tab.

Banckle CRM Dashboard Screen

3. You can view all your uncompleted tasks on the right hand side of the screen.

Tasks Screen

Note: You can also view your pending tasks under Your Tasks area on the dashboard.

4. To add a task, click Add sign at the left hand side as shown in the screenshot below.

Add Task Option

5. Fill the relevant fields and click Create.

Create Task Screen

Note: You can also create task from the dashboard screen under the Task figure box by clicking Add New Task.

6. Click Tasks tab again.

You newly created task will be added in the pending tasks list. On the left hand side of the screen, you will find the following few options:

• Today: Displays the tasks that were added today.
• To-Do: Shows the list of tasks which needs to be done.
• Favorites: Displays the tasks that are selected as favorites.
  Note: Tasks can be selected as favorites by clicking on the star sign.
• Done: Displays the list of completed tasks.
• All: Shows the list of all tasks from the start.
  Note: It also displays the tasks which are not in the pipeline and fully completed.

Signup for FREE Banckle account now; also don't hesitate to talk to us in case you have any queries or need help regarding the usage of Banckle CRM. For more information about the app, kindly check its documentation section. For the latest news and updates – sign up for the monthly Banckle Apps Newsletter, as well as stay tuned for announcements at the Banckle Apps Blog. Please share your valuable feedback regarding Banckle CRM application on Banckle Community forum. Thanks for reading.

Relevant Discussions and Documentation Pages:

Related posts:

1. Announcing Banckle CRM
2. Perform Online Support on iPad with Banckle Live Chat
3. Perform Live Chat Support with Improved Banckle Chat Integrations

Overview: Banckle CRM

Banckle CRM is an Online web based customer relationship management solution designed for SMEs that want to work effectively for generating more sales. It's small business CRM made simple. Banckle CRM is a sales pipeline, a contact database, email server and task manager all in one. Small business CRM shouldn't be difficult. By keeping deals, contacts and tasks in one place, Banckle CRM keeps you organized. Never lose an email chain, or a customer's contact details again.

Read more about Banckle CRM:

• Experience Banckle Chat in the real-time
• Banckle CRM Homepage
• Banckle CRM Documentation
• Banckle CRM Features

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