My Tasks

My Tasks provides a comprehensive view to track all your action items associated with your partnerships. It surfaces all the tasks assigned to you as an owner or a collaborator. A task can be a generic task or assigned to a specific relationship. In each task, you can add a description, due date, attach a file, or add comments.

The task is assigned to the task owner. A task can be marked as important using the star functionality. Account, solution, lead, campaign, contact, or opportunity level tasks are created by navigating to the specific module within a relationship. These tasks will then be shown in the My Task view if assigned to you.

This article outlines a series of steps to do the following: 

• How to use the My tasks section on Pronto?
• How to add, edit and delete Tasks in a relationship?
  
  
• Tasks can be added under the following Pronto objects
  
  
  • Accounts
  • Leads
  • Campaigns
  • Contacts
  • Opportunities

Add task - Accounts

1. Login to Pronto and navigate to Customers - Accounts under the relationship in which you would like to add a task.
   
   
   
   
2. Click on the Account to which you would like to add a Task.
   
   
   
   
3. On the "Add task" pop-up window, enter all the required fields (denoted by *) 
   
   a. Enter the Task name
   b. Select the Status from the drop-down menu
   c. Enter the Description of the task
   d. Select the Task owner
   e. Select the Start date and the End date
   f. Select Collaborators if there are any associated to the task.
   g. Add files if there are any collateral related to the task.
   h. Click on Save
   
   
   
   
4. Once you click Save, you will see the task added under the Tasks section.
   
   

In the similar way, we can add Tasks for Leads, Campaigns, Contacts & Opportunities. 

To view all all the Tasks related to a relationship click on Tasks. Here you will be able to see all the tasks that are related to the specific relationship and the different owners associated with the tasks. 

Mark task as complete

• There are two ways you can mark the task as completed
  
  1. Click on the Check mark next to the task to Mark as completed.
  
  
  
  2. Once you click the check mark, you will see a message on the bottom left that reads "Task status has been changed successfully"
  
  
  
  3. Click on the More actions menu, select Edit to make changes to the task. 
  
  
  
  4. On the Edit task window, click on the drop down menu on Status and you will be able to change it to Completed.
  
  
  
  
• Edit or Delete Task
  
  
  • Click on the More actions menu and click on Edit to edit the task.
    
    
    
    
  • On the Edit task window, edit the task details and click on Save 
    
    
    
    
• Delete task
  
  
  • Click on the More actions menu and click on Delete to delete the task.
    
    
    
    
  • On the Delete task pop-up window, click on Yes to confirm. 
    
    
    
    
  • Once the task is successfully deleted, you will see a message on the bottom left that reads "Task has been deleted successfully" 
    
    
    
    
• To view all the Tasks that are assigned to you click on the My tasks icon on the left main navigation.