Use Tasks for callbacks, messages, and follow-ups

What lands in Tasks

Select Tasks in the menu. Inbox is a different page: it holds your text conversations with customers.

• Messages callers leave.
• Urgent calls.
• Booking requests and new bookings.
• Texts from customers.
• Documents customers send, on Real Talk and Big Talk.
• Tasks you or your team add.

Calls your receptionist fully handled, like a question it answered or a call it transferred, don’t add anything. They’re still in Calls.

Work through it

Use the tabs Open, Snoozed, and Done, and filter by Urgent, Callbacks, Messages, Texts, Bookings, Tasks, or Documents. You can also show only what’s assigned to you, or what nobody has picked up.

Open an item to Call back, Text, assign it to someone, Snooze it for an hour, until tomorrow morning, or a week, or Mark done.

Add your own tasks

Select New task, write What needs doing, then choose Assign to, an optional due date, and whether it’s Urgent. Select Add task.