Use Tasks to organise, manage and keep track of sales-related activities. Set deadlines for appointments, plan phone calls with your leads, or To-dos to monitor daily progress, and much more.

This article covers:

• Opening the Tasks
• Filtering Tasks
• Working with call lists in Tasks
• Creating Tasks
• Working with Tasks
• Creating follow-up Tasks

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Opening the Tasks

Tasks should appear under the Sales & CRM menu. If you see Activities instead of Tasks, contact us for a free upgrade.

Click Sales & CRM → Tasks:

Filtering tasks

The default view shows all Tasks due today, tomorrow, this week, next week, without a date, and overdue:

You can see Tasks that relate to Leads:

Cold calls are contacts you haven't yet reached and are without a Journey Status of Pipeline or Customer.

Marketing leads are contacts that have come from marketing campaigns, including form completions, emails or events:

You can also see Tasks that relate to your Call lists. These are based on your prospecting or company searches.

Click any of these to only view Tasks for that particular deadline.

You can also filter by Task type. Below shows filters for All, To-Do's, appointments, phone calls:

Hover over a Task for a short explanation:

Working with call lists in Tasks

Another way of filtering your tasks is through call lists. These can be both individual and shared, and are calls with contacts or leads you need to speak to, follow-up or engage with.

Calls can be placed in call lists based on customer segmentation, goal with the call or other grouping.

In individual call lists, you'll only see calls that are assigned to you as a user.

In a shared call list, you can collaborate with other users and see all calls that are assigned to different users. You can identify shared call lists by the multiple user icon:

Creating Tasks

1. You have two options.

Click Sales & CRM → +:

Or click Sales & CRM → Tasks → Plan a call dropdown:

This gives you the option to create a task of either:

• Phone call
• To-do
• Activity
• Appointment

If you have multiple users in your Upsales plan, click the You dropdown to change who gets assigned the task:

Click to add any related tasks:

You can also minimise a task and return to it later (this also works in Focus mode). Simply click the - icon and an icon appears in the sidebar. Click this to return to the task:

Working with Tasks

In your Tasks list you'll see:

• What to do and the goal
• With whom
• Any data to help you complete the task (for example the phone number if your Task is a phone call)
• Any ongoing tasks with relations to the task

Click on any Task to open it and make changes.

You can also see a tracker along the bottom of your screen. This summarises your daily Task activity. Click to view your completed Tasks:

Editing multiple Tasks

Click the square to select more than one Task at once:

A pop-up will appear, giving you options for editing your selected Tasks:

• Delete selected for a quick way for you to delete some or all Tasks at once
• Edit companies to add or remove a company's campaigns and categories, and edit account managers and journey statuses
• Edit contacts to add or remove a contact's campaigns and categories, and edit the journey and title category
• Edit selected to edit the Task's date, time, user, priority level, or add to a call list

In your Task list you can click the flag to prioritise a To-do or phone call, or click the three dots (···) to postpone or delete:

Creating follow-up Tasks

When you've completed a Task, click an outcome (below shows phone call outcomes) and you'll be prompted to create a follow-up:

Below is what you'll see after completing a phone call and clicking the "I reached Johan" outcome:

You can now connect the call to follow-up actions such as:

• Book appointment
• Create opportunity
• Create order
• Plan phone call

Using History to review follow-ups

These follow-ups will now appear in the History. This becomes a record and overview of what's happened during the overall Sales process.

For example, understanding how many phone calls were needed before being able to book an appointment:

Click the appointment and you can see the actions taken leading up to this appointment. Underneath, you can see any notes relating to the action:

You can also add notes and To-do's, with options to add due date and prioritisation:

Any To-do's you add will appear in your tasks list: