In business, "forgetting" is worse than "failing"!
Forgetting is a sign of ignorance and ignorance can cause loss - loss of sale, loss of opportunity and more importantly, loss of trust and goodwill.
This is when the Distributed Source task manager can make a big difference to how you prioritize business tasks. With Distributed Source's web based task manager, you can:
The best part - our task management tool is so simple and intuitive that even your grandma can learn to use it in minutes! This brief tutorial gives a walkthrough of how you can add a follow-up task in Distributed Source .
2. When you've finished the task, mark it as "Complete". Learn how to complete tasks in Distributed Source.
3. When you click "Finish task", the task will be marked as "complete" and you will immediately see a prompt to add a follow-up task to the currently selected task.
4. Type in the description of the follow-up task, choose a due date and click "Add this task".
The follow-up task will be added to the deal page, and the original task will be moved from the task pane to the bottom of the page, under the "History and Comments" section.
Follow-up tasks are a great way to stay in contact with your customers. It helps to keep tabs on your work as well. Follow-up tasks are particularly useful when multiple people are collaborating on a deal. Typically, you can create follow up tasks and assign it to your team members to follow up. Its like passing on the baton.
Forgetting is a sign of ignorance and ignorance can cause loss - loss of sale, loss of opportunity and more importantly, loss of trust and goodwill.
This is when the Distributed Source task manager can make a big difference to how you prioritize business tasks. With Distributed Source's web based task manager, you can:
- Add tasks and associate the tasks with your contacts and deals.
- Keep track of all your tasks from a single page.
- Add follow-up tasks, making sure that you are in constant touch with your customers.
- Assign tasks to different employees of your company - a great way to delegate work and manage your resources.
- Plan your workflow in advance.
The best part - our task management tool is so simple and intuitive that even your grandma can learn to use it in minutes! This brief tutorial gives a walkthrough of how you can add a follow-up task in Distributed Source .
Adding Follow-Up Tasks
1. Login to your Distributed Source account, go to the "Deals" page and select the deal for which you want to add a task.
4. Type in the description of the follow-up task, choose a due date and click "Add this task".
The follow-up task will be added to the deal page, and the original task will be moved from the task pane to the bottom of the page, under the "History and Comments" section.
Follow-up tasks are a great way to stay in contact with your customers. It helps to keep tabs on your work as well. Follow-up tasks are particularly useful when multiple people are collaborating on a deal. Typically, you can create follow up tasks and assign it to your team members to follow up. Its like passing on the baton.
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