Having an organised to-do list is a great way to make sure nothing gets forgotten. With Pogozo's automated tasks we make it even easier to keep track of things by automatically adding the tasks to your task list for you.
You can customise the automated tasks by:
Turning automated tasks on or off
Assigning automated tasks to different team members
Turning automated tasks on and off
You can turn any automated task off so that it doesn't appear on any team members task list.
To turn a tasks off,
Click Settings.
Tap Communication & Marketing.
Select Task settings.
Turn the task on and off by using the toggle. When the toggle turns white the task is inactive. When the toggle is green, the task is active.
Assigning tasks to different team members
You can assign tasks to different types of team members based on their roles and permission.
Tasks that are not linked to a specific team member will show on all team members with that role and permission.
Tasks that are linked to a specific team member, for example an appointment or class cancellation with no upcoming bookings will show on the task list of the team member who the client was booked in to see.
To assign the tasks,
Click Settings.
Select Communication & Marketing.
Tap Task settings.
Click the plus sign in the Assigned to column, this will open a pop up with a matrix of roles and permissions.
Check the boxes of the team member roles permissions you want the task to be assigned. Uncheck the boxes of the team member roles and permissions who you do not want the task assigned.
To save, click Update.
That's it! Your tasks will now be assigned to the team members of your choice.