Work with tasks in Brisk
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My tasks TASK MANAGEMENT MADE EASIER AND MORE ACCESSIBLE. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Transcript of Work with tasks in Brisk
My tasksTA S K M A N AG E M E N T M A D E E A S I E R A N D M O R E AC C E S S I B L E .
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Working with tasks is all about creating a good habit, that is easy to keep.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
But it’s hard to add and handle tasks when you always have to flip between windows.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Especially when you have to go through many steps for every task.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
L E T U S P R E S E N T:
Your task card
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Manage tasks on any website. Brisk will be one click away and make it easy to
create a good habit.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Here’s an overview of your overdue and planned tasks
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Unfold this sections and see what should be done today
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
If needed, create a followup before you tick of the task
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Or unfold these to take a sneak peak into your future tasks
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
You’re also able to create new tasks straight from Brisk.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Click here
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Choose if you want to connect the task to an opportunity or an account
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Pick a lead or contact
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
What is it about?
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Set a due date
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Add a description if you need one
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Add a status if you want to, and save!
To get the most out of your task card, you need to go to “Options”.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
Ignore tasks that are too old, choose how many days back in time you want to look into.
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
If you’re logging emails, you might want to filter out unresolved emails
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
After how many days do you usually followup on your clients?
W E LC O M E • T H E I S S U E • T H E S O L U T I O N • O P T I O N S
It should be easy and fast to tick off tasks!
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