Create Tasks in Geta.ai

Why Use Tasks?

The Tasks Module in Geta.ai helps users manage and track their work efficiently, including follow-ups, meetings, calls, and to-dos.

Steps to Create a Task

1. Access the Tasks Module

• Log in to Geta.ai.
• Navigate to the Tasks section.

2. Click on "Create Task"

• On the top-right corner, click the "Create Task" button.

3. Enter Task Details

Fill in the required fields:

• Task Title – Enter a descriptive title.
• Description – Add relevant details about the task.
• Task Type – Choose from To-Do, Follow-Up, Call, or Meeting.
• Date & Time – Set the task's deadline.
• Priority – Select High, Medium, or Low Priority.
• Add a Note – Include additional information if needed.
• Owner – Assign the task to a user from the Users List.
• Related To – Link the task to a specific contact from the Contact Module.

4. Save the Task

• Click "Save" to create the task.

 

Final Steps

✅ The task is now created and can be tracked in the Tasks Module.
✅ Assigned users will see it in their task list.
✅ You can edit or update the task as needed.

This ensures smooth task management and improved productivity! 🚀