🏄
Getting Started
➡
Pushing data to Vitally
⬅
Getting data out of Vitally
🔁
Managing the customer lifecycle
💟
Account health scores & metrics
📊
Reporting & Segmentation
🔔
Automated Playbooks & Alerts
💯
Using Vitally's NPS surveys
⚙
Administration
Tasks
Vitally can be used as a powerful task management system for helping guide day-to-day priorities for your team.
Vitally's task management system functions like a daily and upcoming to-do list for your team and individual CSMs. Tasks can of course be created manually, but Vitally can also automatically generate tasks via our automated Playbooks, creating a powerful system of proactively helping direct CSMs to what they should pay attention to.
Creating tasks
Tasks can be created in three ways: (1) manually, (2) automatically via Playbooks, or optionally (3) through Salesforce, if you use Salesforce and have configured your Salesforce integration.
For (1), you can create new Tasks from a number of different places. The first place is off of your Task view in the top left via the blue "ADD TASK" button. Likewise, you can also create Tasks off the Task tab inside of an account.
For (2), take a look at our Playbooks set up guide; once you determine when you'd like to have a Task automatically created, you can select "Create a Task" as an automated action.
Lastly, for (3), existing Open Activities of Salesforce can be configured to sync to Vitally. Likewise, any Tasks created via (1) or (2) can be pushed to Salesforce. Completing a task in either Vitally or Salesforce will also complete the task in the other, preventing any accidents or lack of clarity on whether a Task was done in one system or another. Read our Salesforce docs for more info.
Categorizing/tagging tasks
When writing a task, you have a handful of options to ensure your team's tasks are nice and organized.
- Category - A task can belong to a single category. These are often used to log the 'type' of communication that's occurred - e.g. note, call, onsite, etc. You have full control over what your team can select here. Open the Quick Jump window and search for "Categories" to manage your task categories (or go to the Tasks section of your account settings).
- Tags - You can also add any number of tags to your tasks.
- Blocked by/blocking - If a task has a dependency and should only be worked on before/after another task, specify its dependency in these fields.
Viewing tasks
You can access and view Tasks out of the left hand navigation, or within the page for a single Account.
By default, whether viewing Tasks within the overall Task view, or within an Account, you'll see all Incomplete (aka open) Tasks, regardless of who they are assigned to. If you wish to narrow down to a subset of Tasks, you can use the Filter Pane, where you can filter by Task Filters or Account Filters.
You can also pre-save subsets of Tasks with their filters as Views to easily navigate to them in one click! Just set your filters and then click the 'Create a View' button at the top-right of the UI.
@ mentioning your teammates
Want to get a specific teammate's attention? Simply @ mention them, and we'll send them an in-app, email, and Slack notification (if they have each enabled).
Last modified 8mo ago