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      How to create a task on Outplay

      Create tasks and never miss an opportunity with a prospect

      Tasks ensure that you take that necessary step to interact with a prospect to get you closer to winning the opportunity. A task can be a follow-up email or call, an SMS reminder or a WhatsApp text message. Once a task is created, Outplay adds it to the list of Daily Tasks that you have to complete. 

      However, most of your tasks are created when your intervention is required to move a prospect to the next step in a sequence. 

       

      This article discusses the following:

      • Create an Email Task
      • Create a Call Task
      • Create a LinkedIn Task
      • Create a Twitter Task
      • Create a General Task
      • Create an SMS Task
      • Create a WhatsApp Task

      Create an Email Task

      • On Outplay, click the Tasks icon on the sidebar menu. 

      1

       

      • Click Create Task.

      2

       

      • The Create a Task window pops up. Here, the Create an Email Task section is displayed by default. 

      3

       

      • You can complete the fields in the section as per the table below:

       

      Field

      Description

      Select Prospect

      Enter the name or email address of the prospect in the field and select the prospect from the drop-down list.

      Task Description

      Enter a description of the email task. You may also enter the body of the email here. 

      Date

      Select the date on which you want to complete the task.

      Time

      Select the time at which you want to complete the task.

      Assign to

      Select the user to whom this task should be assigned. If you’re creating the task, your name would be selected by default. 

      Priority

      Select the priority of the task. 

       

      • Click Save. 

       

      The email task is created for the prospect on Outplay. 

      Create a Call Task

      • On Outplay, click the Tasks icon on the sidebar menu. 

      1

       

      • Click Create Task.

      2

       

      • The Create a Task window pops up. 

      3

       

      • Click the call icon from the top panel. The Create a Call Task section is displayed. 

      call task

       

      • You can complete the fields in the section as per the table below:

       

      Field

      Description

      Select Prospect

      Enter the name or email address of the prospect in the field and select the prospect from the drop-down list.

      Task Description

      Enter a description of the call task. You may enter essential notes that may come in handy during the call with the prospect. 

      Date

      Select the date on which you want to complete the task.

      Time

      Select the time at which you want to complete the task.

      Assign to

      Select the user to whom this task should be assigned. If you’re creating the task, your name would be selected by default. 

      Priority

      Select the priority of the task. 

       

      • Click Save. 

       

      The call task is created for the prospect on Outplay. 



      Create a LinkedIn Task

      • On Outplay, click the Tasks icon on the sidebar menu. 

      1

       

      • Click Create Task.

      2

       

      • The Create a Task window pops up. 

      3

       

      • Click the LinkedIn icon from the top panel. The Create a LinkedIn Task section is displayed.

      linkedin task

       

      • You can complete the fields in the section as per the table below:

       

      Field

      Description

      Select Prospect

      Enter the name or email address of the prospect in the field and select the prospect from the drop-down list.

      Action Parameters

      Select the action you want to execute. You may select one of the following options: 

      • View Profile: To view the profile of the prospect
      • Connection Request: To send a connection request to the prospect. 
      • InMail: To send a LinkedIn message to the prospect. 
      • Other: To execute any other action on LinkedIn. For example, commenting on the prospect’s LinkedIn post. 

      Task Description

      Enter specific notes or pointers for the activity. For example, if you choose to send an InMail to the prospect, you can enter the message body here.  

      Date

      Select the date on which you want to complete the task.

      Time

      Select the time at which you want to complete the task.

      Assign to

      Select the user to whom this task should be assigned. If you’re creating the task, your name would be selected by default. 

      Priority

      Select the priority of the task. 

       

      • Click Save. 

       

      The LinkedIn task is created for the prospect on Outplay. 

       

      Create a Twitter Task

      • On Outplay, click the Tasks icon on the sidebar menu. 

      1

       

      • Click Create Task.

      2

       

      • The Create a Task window pops up. 

      3

       

      • Click the Twitter icon from the top panel. The Create a Twitter Task section is displayed.

      twitter task

       

      • You can complete the fields in the section as per the table below:

       

      Field

      Description

      Select Prospect

      Enter the name or email address of the prospect in the field and select the prospect from the drop-down list.

      Action Parameters

      Select the action you want to execute. You may select one of the following options: 

      • Follow: To follow the prospect on Twitter.
      • Retweet: To reshare a post created by the prospect.
      • Other: To execute any other action on Twitter. For example, commenting on the prospect’s Twitter post. 

      Task Description

      Enter specific notes or pointers for the activity. For example, if you choose to comment on the prospect’s tweet, you can enter the comment here.  

      Date

      Select the date on which you want to complete the task.

      Time

      Select the time at which you want to complete the task.

      Assign to

      Select the user to whom this task should be assigned. If you’re creating the task, your name would be selected by default. 

      Priority

      Select the priority of the task. 

       

      • Click Save. 

       

      The Twitter task is created for the prospect on Outplay. 

       

      Create a General Task

      • On Outplay, click the Tasks icon on the sidebar menu. 

      1

       

      • Click Create Task.

      2

       

      • The Create a Task window pops up. 

      3

       

      • Click the General icon from the top panel. The Create a General Task section is displayed.

      general task

       

      • You can complete the fields in the section as per the table below:

       

      Field

      Description

      Select Prospect

      Enter the name or email address of the prospect in the field and select the prospect from the drop-down list.

      Task Description

      Enter specific notes or pointers for the activity. 

      Date

      Select the date on which you want to complete the task.

      Time

      Select the time at which you want to complete the task.

      Assign to

      Select the user to whom this task should be assigned. If you’re creating the task, your name would be selected by default. 

      Priority

      Select the priority of the task. 

       

      • Click Save. 

       

      The general task is created for the prospect on Outplay. 

       

      Create an SMS Task

      • On Outplay, click the Tasks icon on the sidebar menu. 

      1

       

      • Click Create Task.

      2

       

      • The Create a Task window pops up. 

      3

       

      • Click the SMS icon from the top panel. The Create an SMS Task section is displayed.

      sms task

       

      • You can complete the fields in the section as per the table below:

       

      Field

      Description

      Select Prospect

      Enter the name or email address of the prospect in the field and select the prospect from the drop-down list.

      Message

      Enter the message body of the SMS. 

      Task Description

      Enter specific notes or pointers for the activity. 

      Date

      Select the date on which you want to complete the task.

      Time

      Select the time at which you want to complete the task.

      Assign to

      Select the user to whom this task should be assigned. If you’re creating the task, your name would be selected by default. 

      Priority

      Select the priority of the task. 

       

      • Click Save. 

       

      The SMS task is created for the prospect on Outplay. 

       

      Create a WhatsApp Task

      • On Outplay, click the Tasks icon on the sidebar menu. 

      1

       

      • Click Create Task.

      2

       

      • The Create a Task window pops up. 

      3

       

      • Click the WhatsApp icon from the top panel. The Create a WhatsApp Task section is displayed.

      whatsapp task

       

      • You can complete the fields in the section as per the table below:

       

      Field

      Description

      Select Prospect

      Enter the name or email address of the prospect in the field and select the prospect from the drop-down list.

      Message

      Enter the body of the WhatsApp message. 

      Task Description

      Enter specific notes or pointers for the activity. 

      Date

      Select the date on which you want to complete the task.

      Time

      Select the time at which you want to complete the task.

      Assign to

      Select the user to whom this task should be assigned. If you’re creating the task, your name would be selected by default. 

      Priority

      Select the priority of the task. 

       

      • Click Save. 

       

      The WhatsApp task is created for the prospect on Outplay.