⚒️ What are Tasks?
Tasks are actions assigned to contacts, helping you track next steps after interacting with them. Customize available tasks to ensure follow-ups align with your team's needs.
Careful, changes made here will be visible on the mobile app, potentially impacting your team and past actions!
✏️ How to modify tasks?
Head over to your Profile > Space Settings > Contacts/CRM > Tasks Channels.
You will have some defaut tasks in your Qomon space when you first log in.
Click on a task to edit, then save.
To add a subfield, click "Add a subfield." To delete, click the "X" on the right.
Create sub-actions by clicking the chain icon (e.g., Contact Again > Make a donation).
❗ Tip: To revert to default tasks, click "Choose a template" > "Go back to default task channels." ❗
⚙️ Additional Customizations
Save reminders or transition dates.
Leave comments for team members or organizers.
Trigger automatic emails based on task selection. Learn more.
📱 Mobile App
Tasks sync automatically with the mobile app once saved. Use the Tasks tab to filter and manage actions.