Editing Task Outcomes (section)

== Step-by-Step Instructions ==
This section will guide you through the process of enabling, creating, and using Task Outcomes effectively.

=== To Enable Task Outcomes ===
Follow these steps to enable Task Outcomes for your deal and contact tasks:
# Click on '''Deals''' > '''Task Settings''' in the left menu.
# Toggle the '''Task Outcomes''' setting to the "On" position.

=== To Create Task Outcomes ===
To create a new Task Outcome, follow these steps:
# Go to '''Deals''' > '''Task Settings'''.
# Click on '''Manage Outcomes''' within the '''Task Types''' header.
# Create a new outcome and assign a '''label'''. This label is visible to your team when completing tasks.
# Select the '''sentiment''' for the outcome from Positive, Negative, or Neutral. The default is Neutral.
# Click '''Save''' to finalize your new Task Outcome.

=== Assigning Outcomes to Task Types ===
To assign an outcome to a specific task type:
# Choose an outcome from the dropdown below the task type.
# You can assign multiple outcomes, with a limit of 20 outcomes per task type.
# After selecting the outcomes, remember to click '''Save Changes''' to confirm.

=== Completing a Contact Task ===
To complete a contact task, follow these steps:
# Ensure that task outcomes are enabled in '''Deals''' > '''Task Settings'''.
# Navigate to the contact record and find an existing contact task or create a new one.
# Click the checkmark to indicate task completion.
# Select an appropriate outcome for the task.
# Optionally, add notes in the '''More Info''' field for reference.
# Click '''Mark Complete''' to finalize the task.

Note: If you are viewing open tasks by default and mark a task as complete, it will disappear. Switch to the '''View Completed Tasks''' setting to see completed tasks.

=== Completing a Deal Task ===
To complete a deal task, use the following steps:
# Verify that task outcomes are enabled under '''Deals''' > '''Task Settings'''.
# Access a deal record, locate an existing deal task, or create a new deal task.
# Click the checkmark to complete the task.
# Choose the appropriate outcome for the task.
# Optionally, add any notes you wish.
# Click '''Mark Complete''' to complete the deal task.

Similar to contact tasks, if you mark a deal task as complete while viewing open tasks, it will not appear in the default view. Switch to '''View Completed Tasks''' to confirm that the task has been completed.

=== Reporting on Task Outcomes ===
After completing several tasks, it’s beneficial to analyze the results through the Task Overview Report. This report highlights essential customer insights regarding task outcomes. 

You can access the Task Overview Report in two ways:
# Click '''Reports''' > '''Deals''' > '''Task Overview'''.
# Alternatively, click '''Deals''' > '''Task Overview'''.

Within the report:
1. Use the '''Related to''' task type dropdown to select between '''Any''', '''Contacts''', or '''Deals'''.
2. Choose specific parameters for the report, including Task Type, Task Outcome, and Task Owner. The options will update based on your selected task type.
3. Scroll to view task outcomes related to users, sentiment analysis, and more.