Designed to make task completion faster and easier, the task player shows the context of the task at the top of the screen and the lead, contact, or deal related to that task all on one page.
Once you have completed or rescheduled a task, you move straight on to the next task, (and the lead, contact, or deal that is related to it). This makes performing routine actions like calling, emailing, texting, or following up on a lead, contact, or deal much more efficient, because the entire context of a given task and lead, contact, or deal is provided in a single area.
This article covers the following topics:
Starting the task player
On the Tasks page, use the task player to enable sequential work on tasks currently visible in your task list.
To start the task player
- In Sell, click on the () Tasks icon.
This will open the Tasks page.
- Use the Search Tasks field or click Filter, in the top right corner of the page, to filter or search the task page for the tasks that you want to perform.
- Click Play tasks.
The Task player will start playing all of the tasks that are currently sorted on the task page in the order that they are sorted.
The number of tasks ready to be played is displayed next to Play tasks. For example: 4 tasks sorted by due date.
If your task is related to any lead, contact, or deal, you will be redirected to that object. Tasks that are not related to any object will redirect you to the Tasks page.
Performing tasks with the task player
When the task player is active you will see a progress bar, task information, and the options to skip, reschedule, or mark the task as complete. The progress bar fills with each completed or rescheduled task, but the tasks that you skip are not counted towards your progress.
To skip, reschedule, or mark a task as complete
Skip - moves the task you have skipped to the end of your task queue.
The task player will play the skipped task again after the last task on the list has been managed.
If you have skipped multiple tasks, then you can continue to skip them indefinitely, but if only one skipped task remains, then skipping it will close the task player.
- Click Reschedule.
- In the Due date dialog, enter the date and time that you want the task to be due, then click Reschedule task.
The task player automatically moves you to the next task
- Mark as completed - automatically moves you to the next task and updates the progress bar.
After you have completed or rescheduled all of your tasks, you can go back to your task page or close the task player.
Closing the task player
You can close the task player at any time. Any tasks that you have completed or rescheduled will remain completed or rescheduled.
To close the task player
- Click the Close task player (X) icon in the top right corner of the page.
- In the Close task player dialog, click Close task player.