Showing results for "Task Manager"

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Task Manager: Task list sorting

When Task Manager users access the Tasks page, they'll see a button called Sort. Clicking on this will give you options on how to sort your tasks. The order of sorting options you set will determine how the list is sorted. Take the following example: The first option sorts by the due date, then by title. This means that it'll prioritize sorting by the due date, then by title. Let's say you have three tasks: Create a website - April 2nd Send mocks - April 2nd Publish website - April 4th In this instance, the system would put all tasks due on April 2nd first, then the task due on April 4th afterward. Within the April 2nd tasks, the task list will order them alphabetically, so you'd see Create a website before Send mocks. This level of sorting allows you to organize your tasks in the way you see fit. There are six sorting options available: Due date Title Status Completed date Modified date Created date
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Task Summary Report in Task Manager per Account

Please add a Task Summary Report per Account in Task Manager.
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Enable Task Manager for Clients?

Hello, I thought that I was able to allow my clients to use tools like task manager for their business..? I can't seem to find where I would go to enable that for them... could someone please help me? Thanks. Rachel
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Task Manager: Notifications for assignees

Task Manager users will receive in-app notifications and emails when they are assigned a task or project. This can occur if a new task or project is created, or when an existing one is reassigned. Should a user click on the notification or on the link within the email they receive, they will be brought directly to the task in Task Manager. Adjust existing notifications Task Manager users can adjust their notification settings directly within Task Manager. Log in to Task Manager. Click the notification bell . Click the gear icon. Check the notifications the Task Manager user wishes to receive. Click Save at the top right of the screen.
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Task Manager: Bulk edit tasks

Task Manager users can now bulk edit and delete tasks. Previously, Task Manager users had to spend a large amount of time editing and deleting tasks. These had to be done one by one, which took up a lot of time. Now, it is far faster to easily update and remove tasks in one fell swoop. Task Manager users with special permissions can bulk edit and delete tasks. In order for a Task Manager user to complete bulk actions, they must be set up as a Digital Agent > Manager. If the user does not have a manager role, they will not be able to complete bulk actions. To view whether or not a Digital Agent has this set up for their user, please refer to the following screenshots:   Partner Center > Tasks > Users > Manage Users   This can also be completed via Administration in Partner Center for Admin Users: Administration > My Team > Invite Team Member or Edit existing Admin:   What can I edit on tasks? Users can update the task assignee, status, due date, and notes on tasks. How does it work? Go to Task Manager > Tasks. Check each task you wish to edit or delete. You can select all tasks on the page by clicking the checkbox in the table header. Click Edit or Delete at the top-right of the table. If you clicked Delete, your tasks will be deleted. This can be undone using the Undo button that will appear where the Delete option was. If you clicked Edit, choose what you would like to edit on the tasks by selecting the checkboxes next to those items. Note: If you are editing task notes, you will be able to choose whether these appear above or below any existing notes. Click Edit # Task(s).
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Task Manager: Tag coworkers on tasks

Fulfillment is largely about communication. Especially with larger projects, it's important to keep your coworkers in the loop. Maybe you need to get information from another on the team, or you answered a call relating to another agent's work. To assist, Task Manager now supports tagging agents. This helps keep all relevant information on your tasks and cuts down on the number of emails, Slack messages, and calls needed to complete a task. Tag agents Log in to Task Manager Go to Tasks Open one of your tasks In the side-panel, click Comments Type your comment. To tag an agent, enter @ and begin typing their name. Click on the agent you wish to tag Click Send message Notifications When tagged, the agent will receive both an in-app notification and an email notice, provided they haven't disabled these notifications. The in-app notifications contains a direct link to the task, and the email contains the content of the message itself.  
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Calendar view in Task Manager

I would love to see a Calendar view in Task Manager so I have the ability to oversee tasks by date, especially when planning my months
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Priority Classification Option in Task Manager

Something that would be really helpful to have inside Task Manager is the ability to set priorities for each task. One example is my web developer logs into Task Manager to see the tasks for the day, but some are more urgent than others, so I would like to be able to put that in there. Either #1, #2, etc, or at least "Urgent" vs "Not Urgent", so he can knock out the urgent ones first. Currently, our workaround is I send him a Google Chat with what to do first, second etc. Is there maybe a workaround I don't know about that I can use? I really want to try and keep everything inside Vendasta/Task Manager as much as possible and not use outside softwares. Thanks so much team!
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Delete Projects and Tasks in Task Manager

Tasks and Projects in Task Manager can be deleted as long as the Task Manager User has the appropriate permissions.  Watch the Video Walkthrough Permissions To have the ability to delete tasks and projects, the Task Manager user must be assigned a Manager role. This can be done by locating the user under Partner Center > Tasks > Users or Partner Center > Administration > My Team, then hitting  to the right and clicking on "Edit User", then "Manager". OR Deleting Projects Inside Task Manager Once made a Manager, the Task Manager User can navigate to the project view in Task Manager, then click on the dropdown to show all of the tasks within a project. Click the (beside "Add Task"), then select Delete Project. Deleting Tasks Inside Task Manager Deleting individual tasks can be done through Accounts > click on the account name > View all tasks. In this view, the Task Manager user can click the checkboxes of the tasks they would like to delete, then a "Delete" button will appear across from the search bar.   Video Walkthrough  
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Task Manager: Organize your tasks with tags

Managing tasks and projects can be an uphill battle. Distinct names can help, but when you're dealing with hundreds or thousands of tasks, it can be difficult to keep track of it all. Sure, you can filter based on certain criteria, but what if you wanted to see all tasks related to a specific subject like video games? Or birthday parties? Or dinosaur facts? The tag functionality for Task Manager solves these problems; you can tag your projects and tasks to make organization easier. How does it work? The workflow for adding tags to tasks and projects is similar, though there are a few differences. When you begin typing the name of a tag, any previously used tags beginning with the same characters will show as suggestions. Separate tags with a comma or by pressing the enter key on your keyboard. Add tags when creating tasks When creating a task, enter the tags you'd like to use in Task tags. Add tags to existing tasks After opening a task, click Add tag, enter your tags, then click Done. Add tags when creating projects When creating a project, enter the tags you'd like to use in Project tags. Add tags to existing projects When editing a project, click Add tag, enter your tags, then click Done. Add tags to templates Adding tags to new and existing templates is done by filling in the Template tags field.  
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Add Users to Task Manager?

To add a new user to Task Manager go to Partner Center --> Tasks --> Users --> Create User.  Enter all required information > Click Create.  
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Create Tasks in Task Manager

Steps to Follow Launch Task Manager. Navigate to the Tasks tab > Click the Add button (top right of the page) Select Task. Select the Account you're creating the Task for. Enter information into all appropriate fields - Task name, Assignee, Due date, etc. Click Create Task. Video Walkthrough
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Task Manager - Enhanced Search

Task Manager users can now find tasks and projects by searching any keywords or phrases associated with the item. Previously, projects and the tasks within them could only be found by searching for their names. Without this information, users would sometimes need to scroll through hundreds of items to find the one they were seeking. This wasted valuable time that would have been better spent fulfilling the tasks than looking for them. Which parameters can I search? With the enhanced search, users can type any - or any portion of - the following parameters to yield matching results: Name Account Contact Address Order ID Tags How does it work? Go to Task Manager > Projects or Task Manager > Tasks. Set filters as desired. Type one of the parameters identified above into the search field. Use "" to search only for exact matches. Using search will reset sorting settings. You can adjust these as needed once your search results are displayed. To conduct another search, clear the text in the search box and start again at Step 2.
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Does Task Manager have to be an active product on accounts?

If you're offering fulfillment services to your client, managing those accounts becomes more efficient if they're visible in Task Manager, and for that to happen Task Manager needs to be an active product on the individual account, especially if you'd like to leverage automatic tasks and project creation.
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Task Manager: Template library

It can be hard to know where to start when fulfilling for clients. If you're offering a new service or looking for tips on how to handle existing services, the template library is here to help. We've pre-made templates you might want to use for your own agency. These can be customized when adding to your collection of templates, allowing you to make sure they match your workflow. There are some key benefits to using the template library: You'll have a clearer idea of what goes into setting up a project if you haven't done so before You don't need to worry about starting from scratch, instead just tweaking an existing template to add to your own collection Access the template library The template library can be accessed when adding new templates: Log in to Task Manager Go the Templates tab Click Add New Template > Select from library You'll be brought to the library of pre-made templates. How to use the template library To start, you'll need to choose your base template. If you're not sure what to go with, we recommend Generic as it's designed to give you a solid basis to make projects that best suit your needs. Once you've clicked View for the template you're interested in, you'll see the tasks it comes with. Feel free to adjust the template to fit your needs for a particular project. Please note that any changes you make to the template will only apply to the project you are creating. The template itself won't be altered. Should you wish to save your changes for future projects, we recommend using the Create new template option. Which templates are included? Some of the Templates available are: Listing claim - Designed for agencies that claim listings on behalf of clients Review requests - Guidance for creating review response templates, approval, and sending Generic - If you aren't sure where to start with fulfillment work, this template can help you out Build social media business page - When clients lack an online presence, this can help you set up business pages for them Social posts - Useful for gathering social media credentials and drafting posts Website build - This template can streamline building websites for clients through strategic contact points  
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Add accounts to Task Manager

Every project and task is tied to an account in Task Manager. To get started, you'll first need to add the accounts you've created to the app. If you haven't yet, you can create accounts in Partner Center. Current Task Manager Add accounts to Task Manager Go to Task Manager Click Add > Account Click next to the account(s) you wish to add Note: By default, this will put the account into a paused state. This can be changed under Settings > Account settings. Legacy Task Manager daffee   Add accounts to Task Manager Go to Task Manager > Accounts Click Add accounts Find the accounts you wish to add in Task Manager, then click Add next to them. Once the account is fully added, you will see the View Account option in the Add Account column. Note: By default, this will put the account into a pending state. This can be changed under Global Settings > Account settings. 
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Task Manager: Status Report

The Status Report graph summarizes and helps Managers understand how their staff is performing. Managers can view a summary of each individual employee's number of tasks, their statuses, and more. It provides superior insights into how your staff is doing, and should also make it easier to address problem areas and see which fulfillment agents excel. This feature lives in the Partner Center, so only Partner Center administrators and Managers will have access to these new features. How do I access the Status Report? The Status Report can be accessed from Partner Center > Tasks > Status Report.  
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Client checklist + Task descriptions

I have an onboarding checklist I go through with all new clients. Sometimes, this includes tasks that the client needs to do. For example: Fill out a specific form Customize their Review Request template Upload customer information into business center It would be nice to have an “onboarding checklist” project template that can be assigned to the client. Then, inside their business center they will see what needs to be done (task + description) and can check items off as they go.
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Onboarding Task Categories

Why are we limited to only these categories?
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When you send an email to an SMB via Task Manager, which email address does it come from?

You can configure the Task Manager 'Send from' email address by navigating to Task Manager > Settings > Email Settings.
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