{"id":1611,"date":"2022-09-14T16:17:18","date_gmt":"2022-09-14T14:17:18","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=1611"},"modified":"2026-08-10T15:57:21","modified_gmt":"2026-08-10T13:57:21","slug":"tasks-how-to-use-them","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/tasks-how-to-use-them\/","title":{"rendered":"Tasks &#8211; Use them"},"content":{"rendered":"\n<figure class=\"wp-block-image alignright is-resized\"><img decoding=\"async\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/09\/Smart-licence-needed-2.png\" alt=\"Smart licence needed\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>[Reading time: 6 minutes]<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Overview<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A&nbsp;<strong>task<\/strong>&nbsp;is a to-do that you schedule and follow up on from your banner, for example a call-back to make, an email to send, or a follow-up on a customer file. Tasks are handled in the&nbsp;<strong>Tasks<\/strong>&nbsp;module of your banner, where you can create them, search and filter them, edit them, link them to a CRM card and follow their progress through their status.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>This article focuses on how to&nbsp;<strong>use<\/strong>&nbsp;tasks day to day. The configuration of task&nbsp;<strong>categories<\/strong>&nbsp;and task&nbsp;<strong>types<\/strong>&nbsp;in the Maker is covered in&nbsp;<\/em><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/tasks-set-them-up\/\"><em>Tasks \u2013 Set them up<\/em><\/a><em>.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1080\" height=\"1080\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2022\/09\/Tasks.png\" alt=\"\" class=\"wp-image-4036\" style=\"width:250px\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Prerequisites<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A&nbsp;<strong>Smart<\/strong>&nbsp;license.<\/li>\n\n\n\n<li>The&nbsp;<strong>Access tasks<\/strong>&nbsp;right enabled on your user profile (section&nbsp;<strong>Tasks<\/strong>&nbsp;&gt;&nbsp;<strong>Rights<\/strong>). Without it, the Tasks module is not available.<\/li>\n\n\n\n<li>At least one&nbsp;<strong>task category<\/strong>&nbsp;associated with your user profile. You only see and create tasks in the categories linked to your profile.<\/li>\n\n\n\n<li>Depending on what you need to do, the&nbsp;<strong>Create tasks<\/strong>,&nbsp;<strong>Modify tasks<\/strong>&nbsp;and&nbsp;<strong>Delete tasks<\/strong>&nbsp;rights (section&nbsp;<strong>Tasks<\/strong>&nbsp;&gt;&nbsp;<strong>Task processing<\/strong>&nbsp;of your profile).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: these rights and category associations are set on your&nbsp;<strong>user profile<\/strong>&nbsp;in the Maker. See&nbsp;<\/em><a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/tasks-set-them-up\/\"><em>Tasks \u2013 Set them up<\/em><\/a><em>.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Opening the Tasks module<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Open the&nbsp;<strong>Tasks<\/strong>&nbsp;module from your banner. The module lists the tasks of the categories linked to your profile, most recent first. Each row shows the following columns:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Column<\/th><th>Description<\/th><\/tr><\/thead><tbody><tr><td><strong>Status<\/strong><\/td><td>Where the task stands:&nbsp;<strong>Pending<\/strong>,&nbsp;<strong>Processing<\/strong>&nbsp;or&nbsp;<strong>Finished<\/strong>&nbsp;(see section 5).<\/td><\/tr><tr><td><strong>Name<\/strong><\/td><td>Name of the task. Click it to open the task.<\/td><\/tr><tr><td><strong>Type<\/strong><\/td><td>The task type, which carries the flow (Voice, Email, SMS\u2026).<\/td><\/tr><tr><td><strong>Category<\/strong><\/td><td>The task category.<\/td><\/tr><tr><td><strong>Private<\/strong><\/td><td>Whether the task is private (see section 6).<\/td><\/tr><tr><td><strong>Trigger mode<\/strong><\/td><td><strong>Automatic<\/strong>&nbsp;or&nbsp;<strong>Manual<\/strong>&nbsp;\u2014 only meaningful for SMS-type tasks.<\/td><\/tr><tr><td><strong>Start date<\/strong><\/td><td>Date on which the task must start (or the trigger date for an automatic SMS task).<\/td><\/tr><tr><td><strong>Date end<\/strong><\/td><td>Date on which the task must be finished. A due date already passed is highlighted.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">1.1. Searching and filtering<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Use the&nbsp;<strong>search bar<\/strong>&nbsp;to look for a task \u2014 the search is performed on the&nbsp;<strong>name<\/strong>&nbsp;and the&nbsp;<strong>category<\/strong>. You can also refine the list with the following filters:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Filter<\/th><th>Description<\/th><\/tr><\/thead><tbody><tr><td><strong>Status<\/strong><\/td><td>Keep only tasks in the selected statuses (Pending, Processing, Finished).<\/td><\/tr><tr><td><strong>Type<\/strong><\/td><td>Keep only tasks of the selected task types.<\/td><\/tr><tr><td><strong>Category<\/strong><\/td><td>Keep only tasks of the selected categories.<\/td><\/tr><tr><td><strong>Tasks to come<\/strong><\/td><td>Keep only tasks whose start, end or trigger date is in the future.<\/td><\/tr><tr><td><strong>Private<\/strong><\/td><td>Keep only private tasks, only non-private tasks, or both.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"277\" height=\"448\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.21.56.png\" alt=\"\" class=\"wp-image-6727\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.21.56.png 277w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.21.56-185x300.png 185w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.21.56-31x50.png 31w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.21.56-37x60.png 37w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.21.56-62x100.png 62w\" sizes=\"auto, (max-width: 277px) 100vw, 277px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">2. Creating a task<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>In the Tasks module, click&nbsp;<strong>Create<\/strong>.<\/li>\n\n\n\n<li>Fill in the following fields:<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Field<\/th><th>Description<\/th><\/tr><\/thead><tbody><tr><td><strong>Name<\/strong><\/td><td>Name of the task.<\/td><\/tr><tr><td><strong>Description<\/strong><\/td><td>Optional description of what the task is about.<\/td><\/tr><tr><td><strong>Category<\/strong><\/td><td>Task category. Only the categories linked to your profile are available. Required.<\/td><\/tr><tr><td><strong>Type<\/strong><\/td><td>Task type. It determines the flow of the task (Voice, Email, SMS\u2026).<\/td><\/tr><tr><td><strong>Trigger mode<\/strong><\/td><td>Displayed&nbsp;<strong>only for SMS-type tasks<\/strong>. It only changes which date field you fill in:&nbsp;<strong>Automatic<\/strong>&nbsp;shows a single&nbsp;<strong>Trigger date<\/strong>,&nbsp;<strong>Manual<\/strong>&nbsp;shows a start\/end window. The date is used to filter and find the task; it does not send anything on its own.<\/td><\/tr><tr><td><strong>Private<\/strong><\/td><td>Set to&nbsp;<strong>Yes<\/strong>&nbsp;to make the task private (see section 6). Defaults to&nbsp;<strong>No<\/strong>.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Set the&nbsp;<strong>dates<\/strong>&nbsp;in the&nbsp;<strong>Date<\/strong>&nbsp;section:\n<ul class=\"wp-block-list\">\n<li>For a standard task \u2014 or an SMS task in&nbsp;<strong>Manual<\/strong>&nbsp;mode \u2014 set a&nbsp;<strong>Start date<\/strong>&nbsp;and\/or a&nbsp;<strong>Date end<\/strong>. The end date must be after the start date.<\/li>\n\n\n\n<li>For an SMS task in&nbsp;<strong>Automatic<\/strong>&nbsp;mode \u2014 set a single Trigger date instead. This date only schedules the task in your list; it does not trigger an automatic send or a banner notification.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Click&nbsp;<strong>Save<\/strong>. The new task is created with the&nbsp;<strong>Pending<\/strong>&nbsp;status.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: you can keep several tasks open at the same time in the module, up to a limit of&nbsp;<strong>10<\/strong>. Close a task you no longer need before opening another one.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">3. Consulting and editing a task<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Click a task&#8217;s&nbsp;<strong>name<\/strong>&nbsp;in the list to open it. The task opens in your banner, with its status shown next to the title.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To&nbsp;<strong>edit<\/strong>&nbsp;the task, switch to&nbsp;<strong>edit mode<\/strong>, change the values, then click&nbsp;<strong>Save<\/strong>. If you don&#8217;t want to keep your changes, cancel edit mode to restore the previous values.<\/li>\n\n\n\n<li>Use&nbsp;<strong>Refresh<\/strong>&nbsp;to reload the task with the latest data.<\/li>\n\n\n\n<li>If the task is linked to a CRM card, a&nbsp;<strong>CRM card<\/strong>&nbsp;tab lets you open the card directly next to the task (see section 4).<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: the&nbsp;<strong>Modify tasks<\/strong>&nbsp;right is required to save changes. You cannot change a task&#8217;s status by hand \u2014 the status reflects the task&#8217;s own lifecycle (see section 5).<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">4. Linking a task to a CRM card<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A task can be linked to a&nbsp;<strong>CRM card<\/strong>&nbsp;so you keep the customer file at hand while you work on the task. From an open task, use the&nbsp;<strong>Options<\/strong>&nbsp;menu:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Action<\/th><th>Description<\/th><\/tr><\/thead><tbody><tr><td><strong>Assign a CRM card<\/strong><\/td><td>Link an existing CRM card to the task. Open the card in the CRM module of your banner first, then come back and select it here.<\/td><\/tr><tr><td><strong>Create a CRM card linked to this task<\/strong><\/td><td>Create a new CRM card that is directly associated with the task.<\/td><\/tr><tr><td><strong>Dissociate the CRM card<\/strong><\/td><td>Remove the link between the task and its CRM card.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: assigning or creating a CRM card requires the&nbsp;<strong>CRM<\/strong>&nbsp;module and the corresponding rights on your profile. Only cards you are allowed to access can be linked.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"314\" height=\"256\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.26.14.png\" alt=\"\" class=\"wp-image-6728\" srcset=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.26.14.png 314w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.26.14-300x245.png 300w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.26.14-50x41.png 50w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.26.14-60x49.png 60w, https:\/\/help.ino.cx\/wp-content\/uploads\/2026\/07\/Capture-decran-2026-07-30-a-13.26.14-100x82.png 100w\" sizes=\"auto, (max-width: 314px) 100vw, 314px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">5. Understanding task statuses<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Every task carries a status that reflects where it stands in its lifecycle:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><th>Status<\/th><th>Meaning<\/th><\/tr><\/thead><tbody><tr><td><strong>Pending<\/strong><\/td><td>The task has been created and is waiting to be handled.<\/td><\/tr><tr><td><strong>Processing<\/strong><\/td><td>The task is currently being processed.<\/td><\/tr><tr><td><strong>Finished<\/strong><\/td><td>The task is complete.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: a task that is being&nbsp;<strong>processed<\/strong>&nbsp;cannot be deleted (see section 7).<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">6. Private tasks<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A task marked as&nbsp;<strong>Private<\/strong>&nbsp;is not visible to everyone:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The&nbsp;<strong>creator<\/strong>&nbsp;of the task always sees their own private tasks.<\/li>\n\n\n\n<li>A&nbsp;<strong>manager<\/strong>&nbsp;also sees the private tasks created by the members of their team.<\/li>\n\n\n\n<li>Other users&nbsp;<strong>cannot<\/strong>&nbsp;see a private task they did not create.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Non-private tasks are visible to everyone whose profile is linked to the task&#8217;s category.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">7. Deleting a task<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To delete a single task, use the&nbsp;<strong>Delete<\/strong>&nbsp;action from the task&#8217;s&nbsp;<strong>Options<\/strong>&nbsp;menu. If you are in edit mode, leave it first.<\/li>\n\n\n\n<li>To delete several tasks at once, select them in the list (up to&nbsp;<strong>10<\/strong>&nbsp;at a time) and use the delete action of the table.<\/li>\n\n\n\n<li>A task in the&nbsp;<strong>Processing<\/strong>&nbsp;status cannot be deleted. If a multiple deletion includes such a task, none of the selected tasks are deleted.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Note: deleting a task requires the&nbsp;<strong>Delete tasks<\/strong>&nbsp;right on your profile<\/em>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tasks are used to organize the work to be done, with categories and types set up in the Maker. They can then be used from the banner, in combination with INO CRM.<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[116,105],"ht-kb-tag":[147,131],"class_list":["post-1611","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-as-an-agent","ht_kb_category-using-ino","ht_kb_tag-admin","ht_kb_tag-maker"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1611","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=1611"}],"version-history":[{"count":21,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1611\/revisions"}],"predecessor-version":[{"id":6790,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/1611\/revisions\/6790"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=1611"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=1611"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=1611"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}