Tasks

Tasks records what was promised during the call, such as send the repair estimate today or attach the inspection photos to the claim, as a list on the call, so nothing agreed on the phone gets lost afterwards.

Where you see it

In the channel Call Log

Open a past call from the phone tab of the left panel or from the Home page. The Tasks card sits next to the Summary.

The Call Log view of a channel with the Tasks card at the top right listing three follow-ups — The Tasks card in the channel Call Log.

In the back office

Statistics → Call list → call → SmartMeet → Tasks.

A call's detail page, SmartMeet tab, Tasks sub-tab, listing five follow-up actions from a claims inspection call — The Tasks sub-tab on a call's detail page.

Tasks are included in the Smart Meet download and in Send as e-mail from the Call Log menu.

Switching it on for the workspace

Application Setup → Smart Meet → Modules → Tasks. It needs Transcription and follows Transcription’s scope.

Summary The recap the tasks come from.

Transcripts The word-for-word record.