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Tasks

Managing tasks is an essential part of sales activities in the Vendasta CRM. This comprehensive task management system helps you create, track, and complete sales activities to ensure nothing falls through the cracks. Tasks can be created from multiple sources including CRM records, opportunities, and manual entry, providing flexibility in how you organize your sales workflow. The Tasks system integrates seamlessly with your CRM data to provide context-aware task management that drives consistent follow-up and improved sales outcomes.

Why use tasks?​

Transform your sales activity management with organized task tracking that ensures consistent follow-up and prevents missed opportunities. Tasks eliminate the risk of forgotten activities while providing clear accountability and progress tracking across your entire sales process.

What's included​

  • Multiple task creation methods from CRM records, opportunities, and manual entry
  • Task workflow feature for guided completion of multiple tasks in sequence
  • Integration with contact and company profiles
  • Automated task creation capabilities
  • Progress tracking and completion status monitoring

Get started​

  1. Navigate to tasks

    • Access tasks through various CRM sections
    • Use task creation from contact or company records

  2. Create your first task

    • Go to CRM > Contacts or CRM > Companies
    • Click into a specific record to create associated tasks

  3. Use task workflows for efficient completion

    • Select multiple tasks and start a guided workflow
    • Let the system navigate you through each associated profile
    • Complete, reschedule, or skip tasks using the top navigation bar

  4. Manage and complete tasks

    • Track task progress and completion status
    • Use tasks to maintain consistent sales activities

Task creation methods​

You can create tasks in Vendasta in multiple different ways:

  • From CRM records: Create tasks directly from contact or company profiles
  • From opportunities: Generate tasks associated with specific opportunities
  • Manual creation: Add standalone tasks for general sales activities

Creating a sales task​

You can create tasks in Vendasta in multiple different ways:

Create tasks from a CRM record​

Create tasks from a CRM record

Navigate to your record:

  1. Contact: In Partner Center, go to CRM > Contacts
  2. Company: In Partner Center, go to CRM > Companies

After you are on the record's table:

  1. Click the name of the record
  2. Click Tasks in the activity logger in the middle
  3. In the activity logger, enter the details of your task
  4. Click Log activity

Create tasks from the task table​

Create tasks from the task table

Navigate to Partner Center > CRM > Tasks

  1. Click Create task
  2. Fill out the task details
  3. Click Create

Task workflow - Guided task completion​

The task workflow feature provides a guided experience for completing multiple tasks efficiently. This powerful tool automatically navigates you through each task's associated contact or company profile, allowing you to complete, reschedule, or skip tasks in a streamlined workflow.

How to start a task workflow​

  1. Navigate to the Tasks page

    • Go to Partner Center > CRM > Tasks
    • View your list of pending tasks

  2. Select tasks to complete

    • Choose one or multiple tasks you want to work on
    • Use checkboxes to select the tasks you want to include in the workflow

  3. Start the workflow

    • Click Actions button
    • Select Start Task from the dropdown menu
    • The system will begin the guided workflow process

Workflow navigation experience​

Once you start a task workflow, the system automatically guides you through each selected task:

Automatic navigation:

  • System navigates to the contact or company profile page associated with each task
  • Tasks are processed in the order you selected them
  • Context about the task appears at the top of each profile page

Top bar task controls: During the workflow, you'll see a top navigation bar with options for each task:

  • Complete - Mark the task as finished and move to the next one
  • Reschedule - Set a new due date and move to the next task
  • Skip - Skip this task for now and move to the next one

Progress tracking:

  • See which task you're currently on in the sequence
  • Track how many tasks remain in the workflow
  • System automatically moves to the next task after each action

Benefits of using task workflows​

Increased efficiency:

  • No need to manually navigate between different contact/company pages
  • Streamlined process reduces time spent switching between tasks
  • Context is automatically loaded for each task

Improved completion rates:

  • Guided experience reduces the likelihood of forgetting tasks
  • Batch processing makes it easier to complete multiple tasks
  • Clear progress tracking maintains momentum

Better organization:

  • Process related tasks together for better context
  • Maintain focus on task completion without distractions
  • Systematic approach to daily task management

Best practices for task workflows​

Task selection strategy:

  • Group related tasks together (e.g., all follow-up calls)
  • Prioritize urgent or high-impact tasks first
  • Consider grouping tasks by contact/company for better context

Workflow preparation:

  • Review task details before starting the workflow
  • Ensure you have necessary information or materials ready
  • Block uninterrupted time for workflow completion

During workflow execution:

  • Use the "Complete" option when tasks are fully finished
  • Use "Reschedule" for tasks that need more time or information
  • Use "Skip" sparingly - only when tasks are no longer relevant

Task workflow tips​

  • Start with smaller batches: Begin with 3-5 tasks to get comfortable with the workflow process
  • Use context effectively: Take advantage of having the full contact/company profile available during task completion
  • Update task notes: Add relevant information while completing tasks to maintain good records
  • Plan your workflow: Review and organize your tasks before starting the workflow for maximum efficiency

Task management benefits​

Sales tasks help you keep track of your sales activities in the CRM, ensuring that important follow-ups and activities are completed on time. This systematic approach to task management improves sales consistency and helps maintain momentum throughout your sales process.