Organize your day with My tasks

My tasks is your agenda inside Ma-ko: what you promised to do, grouped by when it’s due — Overdue, Today, Tomorrow, Next 7 days, Later.

Before you start

You need

• Nothing special. The owner and admins can also switch the scope to see the whole team’s tasks or one agent’s.

Steps

1. Open My tasks. It’s in the main menu. At the top you see the overdue and pending counters.

2. Create one with “New task”. The drawer has two tabs: New task (plan something ahead: type — Task, Call, Meeting, Email, Follow-up —, title and due date, with an “All day” option) and Log (record something that already happened, with its outcome).

3. Work the list. Complete with Mark as done; if you can’t get to it, Snooze (an hour, tomorrow or a week). Each task shows its contact or opportunity so you know what it’s about.

The ones that arrive on their own

Tasks with the Automatic badge are created for you by the system: follow-up steps and reminders about unanswered quotes or pending payments. They show up in your agenda like any other.

Result

Note

You start the day knowing exactly what’s up, nothing promised gets lost, and the automatic follow-ups serve the work to you.

Was this article helpful?

👍 Yes 👎 No