Tasks

The Tasks feature in Beami allows you to easily schedule follow-ups, assign actions, and stay on top of important contact-related activities.

Creating New Tasks

You can create a task right from a contact's profile page.
Click on "Tasks" in the productivity shortcuts bar while viewing a contact. This will open up the task creation section.

In this section, you can:

• Give the task a name or short description so you know what it's for. For example, "Follow up on pricing quote".

• Set a due date and time. Tasks will default to the next day at 9am but you can click on the date and time to change it to whenever you need the task completed.

• Assign the task to yourself or a teammate. Start typing their name and select them from the dropdown.

• Choose the task type from the options like "Call", "Follow up", or "Other". This helps categorise tasks.

Completing Tasks

Once a task is due or overdue, it will appear in your "Things To Do" section in the Tasks.
Tasks are split into four categories:

• Today

• Next 7 days

• Beyond 7 days

• Overdue

Click on a task to open it:

From here:

• Select an outcome from the options, like "Spoke to them" or "No Answer".
  This is required.

• Add any details about the completion of the task in the text box (optional).

• Finally, click "Complete Task" to mark it done and move it out of your incoming list.

Editing and Deleting Tasks

For tasks that are not yet complete, mouse over the task name and click the three dots icon. Choose "Edit Task" to update any of the details. Or select "Delete Task" to remove it entirely.

Customising Task Outcomes

In your Account Settings under Tasks, you can customise the outcome options for call and follow-up task types. While you cannot add or remove from the 5 defaults, you can rename them to better suit your needs.