How To Create A Task

How To Create A Task

How To Create Task in Jwero Chats

1. Task

Task

2. What Is Task?

3. Log in To Jwero Chats 

Click on the task icon to create a task.

4. Click on the task icon to create a task.

Click on the task icon to create a task.

5. For New User Task Has Been Divided Into Three Category 

Add New Status

6. Pending Task Display That Task is in Pending Status 

Add New Status

7. In Progress Task Display That Task is In Progress Status 

Add New Status

8. Completed task Display Task That Have Been Completed 

Add New Status

9. You Can Create New Status (Category)  According To Your Work Flow

Introduction

10. Click On Add New Status To Create New 

Add New Status

11. Give Status Title And Select Colour

Access Status Input

12. Confirm Status Addition

Confirm Status Addition

13. You Can See New Status Have Been Created 

Initiate Task Creation

14. To Add New Task Click At "Create Task"

Initiate Task Creation

15. Give Task Title That Explain Purpose

Select Task Title Field

16. Save New Task Title To Proceed Ahead 

Save New Task

17. Open Status Dropdown

Open Status Dropdown

18. Access and select Status Options

Access Status Options

19. Select Priority of task 

Select Status Option

20. Assign Task To Team Members 

Open Jwero AI Settings

21. You Can Assign Task to Multiple Team Member 

Select Jwero AI Option

22. Save To Proceed Ahead 

Save AI Configuration

23. Select Contact for Whom Task Have Been Created 


Access User Settings

24. Choose Contact Profile

Choose User Profile

25. Save To Proceed Ahead

Save User Preferences

26. Set Task Due Date

Set Task Due Date

27. Choose Due Date Duration

Choose Due Date

28. Save Due Date To Proceed Ahead 

Save Due Date

29. Set Task Reminder

Set Task Reminder

30. Select Reminder Date and Duration 

Select Reminder Date

31. Save Reminder 

Save Reminder

32. You Can Create and give Label To Task 

Open Additional Options

33. Search for Label 

Access Label Search

34. Select Existing Label

Select Existing Label

35. Save Label To Proceed Ahead 

Save Label Selection

36. Add Task Description

Add Task Description

37. Attach File to Task

Attach File to Task

38. If You Want You Can Add Note to Task

Add Note to Task

39. You Will receive Popup To Add Note  

Select Note Title Field

40. Select Note Title

Select Note Content

41. Give Note Description

Access Note Options

42. Give Note Attachment 

Access Note Options

43. Add  Note To Save Details 

Add Another Note

44. You Can See Note Have Been Added 

Save Note

45. For editing and deleting the note, click on this icon

46. You Can Track Activity With  Activity Tab 

Open Activity Tab To Track Activity
Track All Activity Related To Task

48. Save Task Changes

Save Task Changes

49. Click to Complete Task Setup

Complete Task Setup

50. The task has been successfully created.