Deal Tasks
The Deal Tasks List in sBizzl is a comprehensive tool for managing and tracking all tasks associated with deals.
- Navigate to Sales > Deal Tasks.
- After clicking on Deal Task the following list will be displayed:
- Customer: Displays the name of the customer involved in the deal.
- Address: Shows the address of the customer for reference.
- Deal: Lists the specific deal that the task is related to.
- Task: Describes the specific task that needs to be completed.
- Task Code: Provides a unique identifier for each task to facilitate easy tracking.
- Pipeline: Indicates the stage of the sales pipeline where the deal currently resides.
- Status: Reflects the current status of the task (e.g., TO-Do, In Progress, Completed).
- Start Date: Marks the date when the task is scheduled to start.
- End Date: Specifies the expected completion date of the task.
- Assign To: Identifies the team member responsible for carrying out the task.
- Due Date: Sets the deadline for when the task should be completed.
- Completed Date: Records the actual date on which the task was
- After clicking on the three dots, a window will open where you can select which columns to hide or display. In this window, you can also drag columns to reorder them or hide the columns you don't want to see.
Search Functionality:
By incorporating remarkable search functionality within deal tasks lists sBizzl empowers users to quickly find the information they need within your deal list effortlessly.
A search bar at the top of the list allows users to type keywords like customer, Task, task code,Deal. The list should update dynamically, displaying only records that match the search criteria, often with the ability to sort by various criteria.
A search bar at the top of the list allows users to type keywords like customer, Task, task code,Deal. The list should update dynamically, displaying only records that match the search criteria, often with the ability to sort by various criteria.
CSV Export (Export Transactions):
You can export a CSV file of the Project list at one click.
The CSV export will contain the following Project details:
The CSV export will contain the following Project details:
- Customer
- Address
- Task
- End Date
- Start Date
- Completed Date
- Status
- Deal
- Task code
- Assign To
- Due Date
- Pipeline
Sorting:
Sorting functionality within a Deal task list provides a powerful tool for organizing, analyzing, and accessing customer transaction data.
Deal task Lists typically allow you to sort data by various criteria, often through clickable headers. Customer, Task, End Date, Start Date, Completed Date, Status, Deal, Task code, Due Date, Pipeline. Users can apply multiple sorting criteria by selecting multiple columns.
Deal task Lists typically allow you to sort data by various criteria, often through clickable headers. Customer, Task, End Date, Start Date, Completed Date, Status, Deal, Task code, Due Date, Pipeline. Users can apply multiple sorting criteria by selecting multiple columns.
Advanced Filters:
After clicking on the Filter icon, the Right panel will open as shown below in the figure:
- Employee: The employee's name will be displayed in the employee filter.
- Status: In the status filter, options include All Open, Overdue, Due, Unscheduled, Unassigned, Completed Users can apply these filters according to their needs.
- All open: Displays all currently open tasks that have not yet been completed. This includes tasks that are To-Do, in progress, or scheduled, Unscheduled, Assigned, Unassigned for future dates.
- Overdue: Filters tasks that are past their due date. You can filter by overdue status with the following options: All, >30 days overdue, >7 days, < 7 days overdue.
- Due: Filters tasks that are due users can choose from the following options:All, Due today, Tomorrow, Due this week, Due this month.
- Unscheduled: Contains tasks that have not yet been assigned a specific start or due date. These tasks need to be scheduled to ensure they are completed on time.
- Unassigned: Displays tasks that have not been assigned to any team member. These tasks need to be assigned to ensure accountability and timely completion.
- Completed: Shows tasks that have been finished. This filter helps in reviewing completed work and assessing progress on deals users can choose from the following options: Last 7 days, Last 14 days, This Month, Last Month and Custom Date: Users can select a specific date range for completed tasks.
- Grouping: Allows users to organize the project list into groups. It can be grouped by customer, deal or pipeline.
- Add: The Add button allows users to save specific filters for future use in the invoice list.
- Apply: The Apply button is used to apply the selected filters and display the relevant results on the list.