This guide provides a straightforward walkthrough for creating a new task on the SalesAI platform. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Navigate to SalesAi: Access the platform and go to the dashboard.
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Click "Tasks": On the left-hand side, select "Tasks" to manage your tasks.
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Create Task: In the upper right-hand corner, click the "Create Task" button.
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Select Task Type: Choose from "Attend Meeting," "Call," or "Other" from the dropdown menu.
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Choose Assignee: Select the person assigned to the task, a user within your SalesAi workspace.
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Select Contact: Choose the relevant contact, sourced from your SalesAi contacts.
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Set Due Date: Pick the task's due date.
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Set Due Time: Choose the task’s due time.
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Attachments: You can optionally attach files.
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Finalize: Click "Create Task" to save and create the task.