How to Reschedule Task

How to Reschedule Task


You can create tasks and schedule reminders for your sales users to perform any activity.

Prerequisites

Step By Step Process

Prerequisites
Permissions:  Any user with update permission on Task and special permission of task on required entity.
Product Plans: Embark/Elevate
Activities to be Completed: None

Step-by-step process

Profile permission can be given as Basic access (Read, Update) and Administrative access as (Read All and Update All) for rescheduling task

1.) Click the Task button (to create a task) or hover your cursor over the button and this will redirect to the page where task list has been displayed.



2.)This property help in customizing the task you create by clicking on 3 dots and select the option as reschedule. 



3.)You can reschedule the task by changing the date and time that matches your requirement. Here you can configure task types (calls, follow-up, reminder, to do etc.) in your account. 




4.)This feature helps you to modify date,time,type and change the priority of task.



5.)You can access tasks from dashboard as well as task listing page



Task option will be available on following entities-Leads, Deals, Contacts


    • Related Articles

    • How to cancel the task

      Prerequisites Permissions: Any user with a permission to Create/Update the Task Product Plans: Embark/Elevate Activities to be Completed: None Step By Step Process 1.) Select Kylas Sales option shown in the topmost corner and click on the task shown ...

    • How to Update Task Details?

      The information pertaining to a task such as priority, status, the outcome is prone to change over time, after the creation of the Task. Users can update the task details using the Edit Tasks feature. This article covers the steps to be followed for ...

    • How to create a Task in Kylas CRM?

      This article covers the steps for creating a Task, the dependencies, and pre-requisites for executing the feature, glossary/definition of domain-specific entities associated with the process of creating a Task. What is a task in Kylas CRM? ...

    • How to Enter Custom Time Interval for Task

      This article covers the steps to be followed for editing/updating details of a Task related to time change in interval. Prerequisites Permissions: Any user with permission to Create/Update permission on a Task. Product Plans: Embark/Elevate ...

    • How to Share Tasks with other users/teams?

      In Kylas CRM, there is a provision for users/teams to collaborate on sales activities like calls, in-person meetings, etc by adopting the Share Tasks feature. The owner of a task can share the same with a user or a team present in Kylas CRM. This ...