- Sales Follow-up:
- Goal: Ensure that no leads slip through the cracks.
- How to Implement: Create a task to follow up with a lead every few days after an initial call. Assign the task to the sales team member handling that lead. The task will show in the task list or board view until marked as complete.
- Customer Support Resolution:
- Goal: Resolve customer support issues promptly.
- How to Implement: Create a task for each support case, with the due date and a description of the issue. Once the task is marked as complete, the support team will know the case is resolved.
- Project Management:
- Goal: Ensure project milestones are met on time.
- How to Implement: For each stage of the project, create tasks for the team to complete (e.g., task for design phase, development phase, testing phase). Assign tasks with due dates and track progress on the project board.
- Client Onboarding:
- Goal: Ensure a smooth onboarding process for new clients.
- How to Implement: Create a task list for client onboarding, such as sending welcome emails, setting up initial meetings, and completing account setup. Assign each task to the relevant team members and track their completion.
Use Cases for Tasks
< 1 min read
Updated on May 1, 2025
