How to create a manual task

In Winner Bizz, users are able to create a manual task from a customer's contact details widget, for example, to remind a colleague to call back a customer.

Users can also create a note and create a task in My schedule. For more information, see How to create a note and How to add an appointment to the schedule.

How to create a manual task

1. Locate the customer and open the contact details widget:
   • Enter the contact's name into the global search field. If the contact name does not appear in the instant results list, click the filter icon  or click Show more results.
   • Or, at the home page, select Sales > Customers to open the customers list and locate the customer there.
   • Or, if the user has the workflow open, they can click on the customer's name or in the contacts list inside the panel view.
     
     
2. In the contact details widget, click the create manual task icon  to create a new task.
   
   
   
   
3. In the Edit task window, enter the correct details, for example, the name of the user's colleague in the Receiver field, an explanation about the call-back in the Description field and selecting Phone call in the Category drop-down menu.
   Note: The user can also enter themselves into the Receiver field, which will create an appointment in My schedule.
   
   
   Note: A manual task created from a customer widget will automatically be linked to that customer in the Linked objects section. This would give the user's colleague instant access to the customer's contact information to carry out the call-back.
   
   
4. Click Send.
   Note: The task will be added to the task list of the user's colleague and will also be accessible in the customer follow-up.

Related articles

How to create a note

How to add an appointment to the schedule