Tasks are so useful for you to assign responsibilities to colleagues, as well as create to do list for yourself or reminders for yourself against emails, customers or universities. Everyone can use tasks as part of their working day.
Click to learn How to Create a Task
Click to learn How to view, complete, edit and delete tasks
Examples of how you might use a task at NCUK:
- You've sent an email to a customer asking them to do something, you would like to check that this has been done in a few days, so you set yourself a follow up task by checking the follow up task box in the email itself.
- You would like to ask your team to set a student forecast for 7 centres, select the 7 centres and allocate the task to the company owner. a task for each centre will be created.
- You want to ask a colleague to arrange a meeting with a customer. Set a task and assign it to your colleague.
- You want to ask a colleague to complete due diligence on a prospect, assign that colleague a task and explain what they need to do with a due date.
- You need to remember to check in on a customer when they start their exam period, set a task for their exam start date for you to send a good luck email and check in with them.
- A study centre signs their contract and becomes a customer, you want colleagues to be notified and to start working with the study centre, you can set up automatic tasks with workflows.
- You want to remember to check that this student got their first choice application by the end of the month. set yourself a task to check back on the student in a few days.
- A customers welcome plaque was lost in the post, you have raised a lost enquiry with the stakeholder but need to check back in 5 working days. Set a task against the stakeholder and a task to update the customer.