CAUTION: The modifications made here will be directly visible on the mobile app, this could impact your team and your past actions. ❗️

Where to customize your tasks?

Settings > Contact/CRM > Task Channels

What are “Tasks” and what is it for?

Tasks can be assigned to each contact you were in touch with. Essentially, it's a way for you to know what to do next with that contact, be it contact them about the next event or to make a donation, or to keep them informed by adding them to your newsletter list, etc. The point is to give you the power to decide what tasks are available when you and your members meet with contacts and to never forget your contacts' wishes.

If you are on the field, this feature allows you to send information instantly through the Automatic Email & Replies feature.

How to modify tasks?

Tasks are pre-registered in your Qomon space when you first log in.


Mobile view of default actions/tasks

 

  • To modify a task, click on it, make your modification, and save.

  • To add a line, click on "Add a subfield". You can also delete them by clicking on the X to the right of the line.

  • The small ⛓ on the far right of your line allow you to create a sub-action. For example, Keep informed for (Action) > make a donation (sub-action), come to the GA (sub-action)

❗️You can always go back by clicking on the "i" at the top of your page and selecting "return to default settings". ❗️

Other possible customizations:

  • Save a reminder or transition date, for example 📝

  • The mobile app user can also leave a comment for the staff member or field organizer 📫

Here, I’m adding an opportunity from the web platform

 

What about the mobile app?

Tasks on mobile are directly synchronized from the web platform as soon as you "Save" ✅

Once a task is assigned to a contact, you can find it in the "Tasks" tab.

From this tab, you can filter and find all of actions that need to be performed.

Any questions? Contact support 😅

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