You can add Tasks for yourself or others in your team, related to any contact. Tasks can be to make a call, send an email, perform some research or anything else that needs action. Tasks are assigned a due date, priority and a queue.
Queue mode is a way to see a priority-ordered list of all your Tasks in any particular queue and to work through them methodically and efficiently. It is particularly useful when working through a call queue for example.
To create a Task, double click on the "Task" button above the timeline, or click the three-dot menu of any contact:
Click on the menu icon for the contact
Select "Task". The "Create task" popup will appear:
Create Task popup
Select the "Queue" for the task. You can also create a new queue if you wish: select "New" in the Queue drop-down and type the "Queue name". This Queue will now appear as an option for all future Tasks. Pick the "Contact" (required).
Set the "Due date" ("Today", "Tomorrow" ... "Next month" or "Custom"; "Check my calendar" helps pick a free time), the type of task and the "Priority" (Low unless you change it). Admins can assign the task to anyone else in the team ("Owner"); otherwise it is yours. Write a note to explain what the Task is about. Select Save.
You will now see this Task listed in the timeline on the right. Click the task to open it: "Complete" opens the task's own form, so you log what was done (a call log for a phone call task, the email form for an email task, a note for others). Saving it completes the task. "Edit" changes the task; the quiet grey "Mark as done" ticks it off without logging anything, after asking "Mark this task as done?".
You can also see this Task in its respective Queue: in the list view, click "Tasks" in the switch at the top right (beside "Saved filters" and "Lists"). The queues panel slides in; pick a queue, or "All queues". Use + there for a "New queue" or a "New folder".
You will see a list of your open Tasks in the chosen Queue, titled "Queue: <name>". You can sort it, and create a filter to select certain tasks and order them in any particular way, and save this filter. These saved filters appear in the queues panel and under "Saved filters":
You will see a list of saved filters. These can be to display a list of prospects, emails, call logs or tasks. Some workspaces have example filters from their starting setup, such as a Calls Today task filter:
Calls Today for example, filters all Tasks to show Call Tasks scheduled no later than today and sorted on the Line Connection Index (LCI) score. If your workspace doesn't have it, you can make your own filter like it and save it. By executing these call tasks in this order, your cold-calling productivity will typically double. See the Call Manager article for further details.
The Saved Filter can be applied to a selected List or Queue or to all prospects & tasks. The name of the filter is displayed with the selected list or queue in brackets.
Click the "View" button (or a row). This allows you to work through the task queue completing or skipping each task: the prospect view opens on the first task, and the arrows of the bar at the bottom move to the previous or next task. If there are multiple tasks for a single company then each task is presented before moving on to the next company in the task queue (the number in the navigation bar refers to the number of companies in the Queue, not the number of Tasks).
Click the tick button in the Queue Bar at the bottom of the screen (it shows a tick with the task's type icon). This brings up the task's own form (call log, email, message, research note or note) to log what you did; saving it completes the task. This in turn updates your personal Scorecard statistics. For a Call Log, you will be prompted to schedule a follow-on call task ("Reschedule call?"), which can be done with just a click; after an email or a note, "New task" asks whether to create a new task for this prospect. Then use the arrow to move to the next task. To get the full productivity benefits of Call Manager, you should always complete and add new call tasks in this way and as far as possible work your calls in order of the LCI.