This guide offers a straightforward approach to managing tasks within SalesAi. 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:
-
Navigate to SalesAi: Access the SalesAi dashboard.
-
Click Tasks: On the left-hand sidebar, select "Tasks" to view and manage tasks.
-
View Tasks: Your tasks will appear in the task list, with details like assignee, due date, and status.
-
Search for Tasks: Use the search bar to find specific tasks.
-
Filter Tasks: You can filter tasks based on task type, status, and date range.
-
Edit or Delete Tasks: Click the three dots next to a task to edit the task, change the assignee, or delete it.