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Queue mode

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 icon in the activities column or click on the menu icon next to any contact:

Click on the menu icon for the contact

Select Task. The Create Task popup will appear:

Create Task popup

If you have not yet created a Queue you can do so here. Select New in the Queue drop-down and add the name of the Queue. This Queue will now appear as an option for all future Tasks.

Set the due date, type of task and priority. You can assign the task to anyone else in your team, but the default is to assign it to yourself. Write a note to explain what the Task is about. Select Save.

You will now see this Task listed in the activities column on the right. Clicking the task allows you to edit it or mark it as completed. If the Task is a phone call then you will be prompted to complete a phone log on completion of the Task.

You can also see this Task in Queue mode. Select Queue mode:

Select Queue mode

You can now select any Queue by clicking the Queue button:

Click the Queue button

You will see a list of your Tasks in the chosen Queue. They are presented in priority order: by due date, priority then company.

Click the VIEW button. This allows you to work through the Queue completing or skipping each Task. If there are multiple Tasks for a single company then each Task is presented before moving on to the next company in the Queue (the number in the navigation bar refers to the number of companies in the Queue, not the number of Tasks).

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