Assign deal tasks

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How do I assign deal tasks in ActiveCampaign?

Deal tasks in ActiveCampaign are essential to-do items associated with specific deals within your sales pipeline. Assigning these tasks to users who have permissions not only helps in tracking responsibilities but also enhances team collaboration by ensuring everyone knows their roles in progressing deals. This feature is particularly useful for keeping your team's efforts organized and maintaining accountability within your sales processes.

How to access this feature

To access the deal tasks feature:

1. Navigate to the Deals section from the left menu. 2. Click on Tasks to view the list of existing tasks associated with your deals.

Step-by-step instructions

Follow these steps to assign deal tasks effectively:

1. Click on Deals > Tasks in the left-hand menu of your ActiveCampaign dashboard. 2. Locate the specific task you wish to assign to another user. You can use the search function if necessary to find the task quickly. 3. Once you find the task, click either the task name or the View button associated with that task. This will take you to the Deal record.

File:Click the Task name or View button of the task to edit.jpg

Click the task name or View button to edit the task

4. In the Deal record view, click on the task to open the Edit Task modal. 5. In the Edit Task modal, you will see the Assigned To dropdown menu. Click on this dropdown to choose the account user to whom you want to assign the task. 6. After selecting the appropriate user, click the Save Task button to confirm your changes.

Once the task is assigned, an email notification will be automatically sent to the user informing them that a task has been assigned to them.

Configuration options and settings

When managing deal tasks in ActiveCampaign, you will come across various configuration options that allow you to customize how tasks are assigned. The primary options include:

• Assigned To: This dropdown lets you choose which user will receive the task assignment.
• Save Task: Use this button to finalize any changes made to the task, including its assignment.

Best practices and tips

To maximize the effectiveness of your deal task assignments, consider the following best practices:

• **Assign tasks promptly**: Whenever a new task arises, promptly assign it to ensure accountability and timely completion.
• **Clear descriptions**: When creating deal tasks, include clear descriptions to avoid any ambiguity about expectations.
• **Review assigned tasks regularly**: Regularly check in on assigned tasks to ensure they are being tracked and completed on time.
• **Limit task overload**: Avoid assigning too many tasks to a single user at once, as this can lead to burnout and decreased productivity.

Common use cases with examples

Deal tasks are highly versatile and can be used in various scenarios:

• **Follow-ups**: Automatically create tasks for team members to follow up with clients after a specified time.
• **Document reviews**: Assign tasks to team members for reviewing contracts or important documents related to a deal.
• **Meeting preparation**: Task assignments can include preparing for upcoming sales meetings, ensuring all key points are covered.

Troubleshooting

If you encounter issues while assigning deal tasks, consider the following troubleshooting steps:

• **Permission issues**: Ensure that the user you are assigning the task to has the appropriate permissions to access and manage the deal’s pipeline.
• **Task visibility**: If the task does not appear after assignment, check if the user has filters applied in their task view that might hide the task.
• **Email notifications**: If the assigned user does not receive an email notification, check their email settings within ActiveCampaign to ensure they are properly configured to receive notifications.

Related features

For more detailed insights on managing your sales and tasks, you may find the following features useful:

• Deals
• Tasks

FAQ

1. How many users can I assign a deal task to?

You can assign a deal task to one user at a time. However, you can create multiple tasks and assign them to different users as needed.

2. Can I reassign a deal task after it has been assigned?

Yes, you can reassign a task by following the same steps used during the initial assignment.

3. Will users receive notifications for every assigned task?

Yes, every time a task is assigned, the assigned user will receive an email notification informing them about the task.

4. Can I create repetitive tasks for deals?

ActiveCampaign does not currently support creating repetitive tasks automatically; however, you can manually create new tasks as needed.

5. Is there a limit to the number of tasks I can create for a deal?

There is no specific limit to the number of tasks you can create for a deal; however, it's best to keep tasks organized and relevant.

6. What happens to tasks if a deal is deleted?

If a deal is deleted, all associated tasks are also removed from the system.

7. Can I track the completion status of assigned tasks?

Yes, you can track the status of tasks as they can be marked as complete within the task management interface.

This concludes the guide on how to assign deal tasks in ActiveCampaign, allowing you to keep your sales process organized and efficient. ```