Tasks in the Inquiries/Enquiries module help you manage follow-ups and ensure timely actions for each enquiry. You can assign tasks, set deadlines, and track progress for better lead management.
📍 What are Tasks?
Tasks are actions that need to be completed for an inquiry/enquiry, such as:
Calling a parent
Scheduling a tour
Sending follow-up information
They help ensure that no inquiry/enquiry is missed and all leads are handled efficiently.
➕ How to Create a Task from an Inquiry/Enquiry Profile
Open any Inquiry/enquiry
Click on Create Task
📝 Add Task Details
While creating a task, you can:
Assign the task
To yourself
Or to another staff member
Set a due date
Helps ensure the task is completed on time
⚙️ Configure Task Information
Select the task type
Example: Task or Follow-up
Add a description
Example: Call parent to schedule a visit
Click Save to create the task.
🔔 Task Notifications
Once a task is created, the assigned staff member will receive a notification
This ensures the task is not missed
📋 Viewing Tasks
You can also manage tasks from the Tasks section.
👤 My Tasks
Shows all tasks assigned to you
Includes:
Enquiry/Inquiry name
Description
Creation date
Due date
Status
👥 All Tasks
Shows all tasks across the team
Helps managers track overall progress
✅ Completing a Task
Once the task is completed:
Click Mark as Done
This updates the status and confirms completion.
📌 Summary
Tasks help manage Inquiry/enquiry follow-ups
Assign tasks to team members
Set due dates and descriptions
Track tasks under My Tasks and All Tasks
Mark tasks as done once completed
💡 Best Practices
Assign tasks immediately after receiving an enquiry
Set clear deadlines
Use descriptions for clarity
Regularly review tasks to avoid delays