The FunnelFLARE Task system allows users to create, manage, assign, and execute tasks to help them better manage their engagement.
The FunnelFLARE administrator can set up the Task system that is appropriate for your sales processes. The Tasks in FunnelFLARE have three main components:
- Task Status
- Task Type
- Task Outcome
All three of these components can be customized in the Administration->Account Settings [Tasks Tab]
One of the benefits of using the FunnelFLARE Tasks is that the Task object gives you everything you need to complete the task. All Tasks have the following attributes
- Task Type
- Task Name
- Due Date (optional)
- Task Status
- Associated Contact (Sales users only have access to their own contacts)
- Associated Contact details (optional)
There are 3 default task types
You can edit the default task types but you cannot remove the default task types. The Task types can be re-ordered by dragging the rows. You add as many custom Task Types as you wish.
A Task Type has the following Attributes
- Task Type Name
- Task Type Icon
- Does this task type, when completed, require an outcome to be set (Outcomes are described below)
An Email Task has an extra field: Subject.
An Appointment Task type also has an extra field: Location
A Task starts off in an 'Open' Status, then progresses to a 'Done/Completed' status once the task is completed. The status of the Task allows you to define a workflow for Task management. You can have as many Task 'Open' statuses as you wish. There can only be one 'Done/Completed' status. There must be at least one 'Open' status and one 'Done/Complete' status. You can re-order the task statuses using drag and drop. The 'done/complete' status will always be the last status on the list.
When a Task is completed, you can have the option of assigning an outcome for a task. You can have as many Task Outcomes as you wish, or none at all. All Tasks Types that have been configured to have an Outcome, share the set of defined Outcomes. If a Task Type is configured to have an Outcome, the user must assign an Outcome when completing any Tasks of that type.
The Dashboard Task Kanban
Every user can add one or more Task Kanban widgets to their dashboard.
- Task Type visibility toggle (green = visible)
- Done list visibility toggle
- Filter Tasks by Contact Segment/Owner
- List view/Kanban view toggle
- Title, Task count settings
- Task due date filters
- Add new Task in this Status
- Task Type
- Associated Contact
- Associated Contact's Employer (Organization)
- Due Date
- Completed Task Outcome
Tasks can be moved between Status Lists by dragging and dropping the Task Card
For all Tasks that have an Open Status, the Tasks are ordered by the due date. The Tasks that have the oldest due date are at the top, the tasks latest due date below, and finally, those tasks with no due date are at the bottom. Task cards are colored by the due date:
All Tasks that are in the 'Done/Completed' Status are listed in the rightmost list. The completed Tasks are ordered by completed date (most recent on the top)
The message/details field can use Dynamic Fields (merge fields). Thus when you are automating Tasks, you can abstract the dynamic elements out of the Task.
Using Automation to create tasks
The real power of the FunnelFLARE task system is in automation capabilities. There is a workflow Action
This is used to create/update tasks based on a sales cadence. Some use cases are
- Schedule a follow-up email to be customized by the sales rep at a specific time
- Schedule a call with a prospect 3 weeks after they purchased
- Schedule a LinkedIn outreach, then schedule a call
You can complete a task several ways
- On the task dashboard widget, you can drag a task to the completed column
- On the task hover menu, click the checkbox icon
- While editing a task, you can set the task status to completed
- Using the task workflow action, you can complete a task
- Making a call will always complete a task. If the call is being made from within a call task, it completes that task. If you call anywhere else, a completed task will be created, associated with the prospect being called.