{"id":14072,"date":"2022-05-08T14:45:08","date_gmt":"2022-05-08T11:45:08","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=14072"},"modified":"2023-06-28T10:55:18","modified_gmt":"2023-06-28T07:55:18","slug":"how-to-create-tasks-for-your-deals-in-snov-io-crm","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/how-to-create-tasks-for-your-deals-in-snov-io-crm\/","title":{"rendered":"How to create tasks for your deals in Snov.io CRM"},"content":{"rendered":"<p><span style=\"font-size: 14pt;\"><strong>Outline:<\/strong><\/span><\/p>\n<ul>\n<li><span style=\"font-size: 12pt;\"><a href=\"#create\"><span style=\"font-weight: 400;\"><span style=\"font-size: 14pt;\"><span style=\"font-size: 12pt;\">Creating new tasks<\/span><\/span><\/span><\/a><\/span><\/li>\n<li><span style=\"font-size: 12pt;\"><a href=\"#filter\"><span style=\"font-weight: 400;\">Filtering your tasks<\/span><\/a><\/span><\/li>\n<li><span style=\"font-size: 12pt;\"><a href=\"#complete\"><span style=\"font-weight: 400;\"><span style=\"font-size: 14pt;\"><span style=\"font-size: 12pt;\">Completing your tasks<\/span><\/span><\/span><\/a><\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">It's essential to stay in control of your lead nurturing process to maintain successful sales performance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">With our <\/span><a href=\"https:\/\/app.snov.io\/crm\/#\/tasks\/\">Tasks<\/a><span style=\"font-weight: 400;\"> management tool, you will organize your workload, stay on top of every deal task, and always know what's coming next.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here's our guide on how to set up tasks for your deals and never miss another sale.<\/span><\/p>\n<h2 id=\"create\">Creating new tasks<\/h2>\n<p><span style=\"font-weight: 400;\">There are a few ways you can schedule new activities and keep track of all upcoming events:<\/span><\/p>\n<ul>\n<li>\n<h3><span style=\"font-weight: 400;\">from the pipeline view on the Deals page<\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">On your pipeline page, open any deal and go to the <\/span><b>Schedule task<\/b><span style=\"font-weight: 400;\"> tab to create a new activity for this deal. After you enter its details and click <\/span><b>Save<\/b><span style=\"font-weight: 400;\">, it will appear in the <\/span><a href=\"https:\/\/app.snov.io\/crm\/#\/tasks\/\"><span style=\"font-weight: 400;\">Tasks<\/span><\/a><span style=\"font-weight: 400;\"> tab.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14290 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/gif-create-deal-1.gif\" alt=\"\" width=\"900\" height=\"404\" \/><\/p>\n<p><span style=\"font-weight: 400;\">While on the pipeline view, you can <strong>track if a deal has an assigned task<\/strong> and its status <strong>with colored icons<\/strong> added to every of your deals.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow aligncenter wp-image-15809 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_16-31-59-e1658237947617.png\" alt=\"\" width=\"900\" height=\"409\" \/><\/p>\n<p><span style=\"font-weight: 400;\">There are <strong>4 task statutes<\/strong>:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">there are <strong>no tasks<\/strong> - a yellow rhombus <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-15802 alignnone\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_12-48-35-1.png\" alt=\"\" width=\"36\" height=\"30\" \/><\/span><\/li>\n<li><span style=\"font-weight: 400;\">there are tasks <strong>for today<\/strong> - a green rhombus <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-15803 alignnone\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_16-25-20.png\" alt=\"\" width=\"41\" height=\"39\" \/><\/span><\/li>\n<li><span style=\"font-weight: 400;\">there are <strong>upcoming<\/strong> tasks - a gray rhombus <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-15804 alignnone\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_16-25-56.png\" alt=\"\" width=\"34\" height=\"29\" \/><\/span><\/li>\n<li><span style=\"font-weight: 400;\">there are <strong>overdue<\/strong> tasks - a red rhombus <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-15805 alignnone\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_16-26-33.png\" alt=\"\" width=\"34\" height=\"34\" \/><br \/>\n<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">By clicking on the status icon, you can access all tasks related to a deal or create a new task directly from a pipeline.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow aligncenter wp-image-15811 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_16-40-36.png\" alt=\"\" width=\"900\" height=\"423\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_16-40-36.png 900w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_16-40-36-300x141.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_16-40-36-768x361.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow aligncenter wp-image-15789 size-full\" title=\"new task\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_12-39-53.png\" alt=\"\" width=\"900\" height=\"423\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_12-39-53.png 900w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_12-39-53-300x141.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-07-19_12-39-53-768x361.png 768w\" sizes=\"(max-width: 900px) 100vw, 900px\" \/><\/p>\n<ul>\n<li>\n<h3><span style=\"font-weight: 400;\">from the List view on the Tasks page<\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Go to the <\/span><a href=\"https:\/\/app.snov.io\/crm\/#\/tasks\/\"><span style=\"font-weight: 400;\">Tasks<\/span><\/a><span style=\"font-weight: 400;\"> page to open the tasks interface.<\/span><\/p>\n<p><b>Note:<\/b><span style=\"font-weight: 400;\"> You can switch between Calendar view and List view while on the Tasks page.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14212 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/switch-list-calendar-2.gif\" alt=\"\" width=\"899\" height=\"359\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Easily add a new task by clicking <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14076\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/task-button.png\" alt=\"\" width=\"110\" height=\"32\" \/>\u00a0<\/span><span style=\"font-weight: 400;\"> button <\/span><b>(1)<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14213 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/task-button-list-view-3-e1652010009902.png\" alt=\"\" width=\"900\" height=\"379\" \/><\/p>\n<p><b>Tip #1:<\/b><span style=\"font-weight: 400;\"> after you enter the task's details and click <\/span><b>Save<\/b><span style=\"font-weight: 400;\">, you'll see the info about your task in customizable columns.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14214 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/show-columns-4.gif\" alt=\"\" width=\"901\" height=\"422\" \/><\/p>\n<p><b>Tip #2:<\/b><span style=\"font-weight: 400;\"> You can quickly edit a task by clicking on its title.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14215 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/click-edit-5.gif\" alt=\"\" width=\"900\" height=\"382\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h3><span style=\"font-weight: 400;\">from the Calendar view on the Tasks page<\/span><\/h3>\n<\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Click <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14079\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/task-button-1.png\" alt=\"\" width=\"110\" height=\"32\" \/>\u00a0<\/span><span style=\"font-weight: 400;\"> button <\/span><b>(1)<\/b><span style=\"font-weight: 400;\"> or click on any chosen timeslot <\/span><b>(2)<\/b><span style=\"font-weight: 400;\"> in the timetable to quickly create a new task.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14737 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/double-click-create-2-e1653551223293.png\" alt=\"\" width=\"900\" height=\"403\" \/><\/p>\n<p><strong>Tip:<\/strong> you can quickly reschedule a newly created task by dragging it into another timeslot.<\/p>\n<p><span style=\"font-weight: 400;\">In the <\/span><b>Create a new task<\/b><span style=\"font-weight: 400;\"> prompt, fill in the activity's details and click <\/span><b>Save<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task name - type in a title for your task<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task type<\/span><b>\u00a0<\/b><span style=\"font-weight: 400;\">\u2014 define a type for your activity (task, email, meeting, or call)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Task time\/date <\/span><span style=\"font-weight: 400;\">\u2014 define start time\/date and due time\/date to meet your deadlines<\/span><\/li>\n<li aria-level=\"1\">Add guests - type in the email of the person\/prospect you want to add as a guest<\/li>\n<li aria-level=\"1\">Add <span style=\"font-weight: 400;\">description<\/span><b>\u00a0<\/b><span style=\"font-weight: 400;\">\u2014 describe your activity to never miss an important detail<\/span><\/li>\n<li aria-level=\"1\">Add location - type in the event's location if necessary<\/li>\n<li aria-level=\"1\">Add Google\u00a0 Meet meeting - click to generate a link to a Google Meet call<\/li>\n<li aria-level=\"1\">Choose availability status - set task status to <strong>Free<\/strong> to be shown as available or <strong>Busy<\/strong> to be shown as unavailable for other tasks at the same time\/date<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Responsible team member<\/span><b>\u00a0<\/b><span style=\"font-weight: 400;\">\u2014 set up tasks for yourself or delegate them to others<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Deal<\/span><b>\u00a0<\/b><span style=\"font-weight: 400;\">\u2014 enter your lead's name and choose a deal to link your task to<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow aligncenter wp-image-17764 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-10-17_11-27-47.png\" alt=\"\" width=\"617\" height=\"753\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-10-17_11-27-47.png 617w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/2022-10-17_11-27-47-246x300.png 246w\" sizes=\"(max-width: 617px) 100vw, 617px\" \/><\/p>\n<h2 id=\"filter\">Filtering your tasks<\/h2>\n<p><span style=\"font-weight: 400;\">In both Calendar and List view, you can filter your tasks by:\u00a0<\/span><\/p>\n<h3>1. Time<\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">When viewing tasks in a calendar, choose a specific date range or use the single arrows to go one week forward\/backward.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14082 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/filter-by-time-e1651761002365.png\" alt=\"\" width=\"900\" height=\"378\" \/><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">When viewing tasks as a list, select one of the options in the drop-down menu: today, tomorrow, this week, etc.<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14217 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/9-e1652010135562.png\" alt=\"\" width=\"900\" height=\"342\" \/><\/p>\n<h3>2. Type of activity<\/h3>\n<p><span style=\"font-weight: 400;\">Choose a type of activity in the top right corner to see specific tasks you need to complete.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14218 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/10-e1652010164641.png\" alt=\"\" width=\"900\" height=\"333\" \/><\/p>\n<h3>3. Team member<\/h3>\n<p><span style=\"font-weight: 400;\">Choose a responsible team member in the top right corner to see their tasks and completion progress.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14219 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/11-e1652010202406.png\" alt=\"\" width=\"900\" height=\"346\" \/><\/p>\n<h2 id=\"complete\">Completing your tasks<\/h2>\n<p><span style=\"font-weight: 400;\">Once you accomplish a task, you can change its status to \"Completed\" by clicking on the task \u2192 <\/span><b>Complete<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><b>Tip:<\/b><span style=\"font-weight: 400;\"> methods <\/span><b>#1<\/b><span style=\"font-weight: 400;\"> and <\/span><b>#3<\/b><span style=\"font-weight: 400;\"> allow you to add a comment when completing the task.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\"><strong>Method #1<\/strong>: complete a task in the Calendar view<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Click on the task while in the Calendar view on your Tasks page, add a comment if necessary, and click <\/span><b>Complete<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14220 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/12.gif\" alt=\"\" width=\"901\" height=\"382\" \/><\/p>\n<p><strong>Note:<\/strong> you can return a task to an active status by clicking <strong>Reopen<\/strong> button.<\/p>\n<h3><span style=\"font-weight: 400;\"><strong>Method #2<\/strong>: complete a task in the List view<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">While in the List view on your Tasks page, click on the circle next to a task title to mark it as <\/span><b>Completed<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14221 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/13.gif\" alt=\"\" width=\"900\" height=\"381\" \/><\/p>\n<p><strong>Note:<\/strong> you can return a task to an <strong>Active<\/strong> status by clicking on the ticked circle again.<\/p>\n<h3><span style=\"font-weight: 400;\"><strong>Method #3<\/strong>: complete a task on the deal's page<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">On your pipeline page, open any deal and go to the <\/span><b>Tasks<\/b><span style=\"font-weight: 400;\"> tab. Click on the task, add a comment if necessary, and click <\/span><b>Complete<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14282 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/gif-complete-deal-page-2-e1652190926118.gif\" alt=\"\" width=\"892\" height=\"404\" \/><\/p>\n<p><strong>Note:\u00a0<\/strong>from\u00a0the three-dots menu,\u00a0you can return a task to an Active status by clicking <strong>Reopen <\/strong>or complete it by clicking <strong>Mark as done<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow wp-image-14283 size-full aligncenter\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/05\/gif-reopen-deal-page-1-e1652191291709.gif\" alt=\"\" width=\"900\" height=\"389\" \/><\/p>\n<p><span style=\"font-weight: 400;\">To get the most out of <\/span><b>Tasks<\/b><span style=\"font-weight: 400;\">, we suggest using our seamless <\/span><a href=\"https:\/\/snov.io\/knowledgebase\/how-to-sync-your-snov-io-account-with-google-calendar\/\"><span style=\"font-weight: 400;\">Calendar Sync<\/span><\/a><span style=\"font-weight: 400;\"> feature to sync your tasks with Google Calendar. This way, all tasks created in Snov.io CRM will appear in your Google Calendar and vice versa.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Need some guidance? Send us a message in the live chat or at <\/span><a href=\"mailto:help@snov.io\"><span style=\"font-weight: 400;\">help@snov.io<\/span><\/a><span style=\"font-weight: 400;\">. We're at your service!<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Outline: Creating new tasks Filtering your tasks Completing your tasks It&#8217;s essential to stay in control of your lead nurturing process to maintain successful sales performance. With our Tasks management tool, you will organize your workload, stay on top of every deal task, and always know what&#8217;s coming next. Here&#8217;s our guide on how to [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[665],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/14072"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=14072"}],"version-history":[{"count":0,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/14072\/revisions"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=14072"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=14072"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=14072"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}