Tasks in Ploomes are future appointments or pending records. They are the best way to coordinate the next steps in a process with your team.
How to access the module?
To access the task screen, click the calendar icon in the top right corner:
You will then see a complete calendar:
Creating a task
You can create a task using the shortcut Shift+T, or by clicking "New Task" on the calendar screen.
The task form cannot be customized and presents the following fields:
Type
The type defines the color of the task on the calendar and makes it easier to filter tasks. You can choose from:
Simple
Visit
Phone
Email
Meeting
Conference
WhatsApp
Description
A detailed description of the task, such as the agenda of a meeting.
Date
The date of the task on the calendar.
Time
The time of the task on the calendar.
Duration
The duration of the task, starting from the selected time.
Repeat every
The frequency of the task. If a value is entered, a new task will be created as soon as the current one is completed.
Email reminder
How long before the task an email reminder will be sent to the assigned users.
Attachment
A field to upload files up to 25MB.
Customer
The customer linked to the task. If filled in, the task will appear on the customer’s page.
Deal
The deal linked to the task. If filled in, the task will appear on the deal's page.
Users
The users assigned to the task. The task will appear on their calendars.
Tags
Tags that help filter tasks.
Address
Links an address to the task.
Related contacts
Adds contacts in addition to the selected customer.
View settings
At the top of the calendar, we have some settings to easily filter tasks. In the upper left corner:
The icons filter tasks by type, and the arrows change the calendar month. Clicking 'Today' navigates to the current month.
In the upper right corner:
Map
View tasks on the map, depending on the Address field being filled. This works the same way as on the Customers screen. You can learn more about customer views in this article.
Display
Similar to the "Display" option in Deals, this allows you to choose between completed and open tasks, as well as between your own tasks or other users' tasks.
"My tasks" refers to tasks where your user has activities to complete, meaning your user is entered in the "Users" field.
"Other users' tasks" refers to tasks where other users have activities to complete.
Filters
Quick filters for task segmentation. You can learn more about their usage in this article.
Calendar
Here, we can change the view format:
List displays a list of all tasks, starting with open ones. Clicking the 'dot' makes it easy to complete tasks in bulk.
Table displays a tab, similar to what we’ve seen in other modules. This tab can be exported to Excel for better management control.
Interaction records are part of the next module, which we’ll cover in this article.
Month / Week / Agenda
Changes the calendar format between monthly, weekly, or daily.