Assign And Import Tasks to Calendars
A task can be created in Customer, Supplier, Product, or Deal details. When creating such a task, an email will be sent to:
- the person tagged in the summary of the task if the tagged person is also a user of your Victoury environment,
- the customer if the task is related to a Deal or to the Customer and the option “Notify Customer” was checked
When you are in the detailed view of the items mentioned above, the Tasks menu is visible in Quick Navigation and also by scrolling down the page.
The example below is from the Product detailed page.
Add a New Task
To create a new TASK, click on the +ADD NEW button.
Fill out the following fields:
- Create Date – the date the task was created on that is filled out automatically upon saving the task
- The type of task – choice list editable in your System Settings / Choice Lists under the Task_Type list
- Due Date and hour
- Users – can tag Victoury users using @
- Subject
- Details
Automatic Email Sending Upon Creating a Task
When SAVE is clicked, an email is sent to the user to whom the task has been assigned.
The email will offer several options:
- Add to Google Calendar
or
- Download ICS file
or
- Add to Office Calendar
The body and subject of the email sent to the customer or operator are prepared in the Text Library using specific placeholders.
To view the task in Victoury, click on the name of the user in blue, which links to the task.
If you choose to add it to your Google calendar, the option opens in the Google calendar service, and you can add additional info to the event before clicking save.
Choosing to download the ICS file will import the task into your Microsoft calendar.
The rest is handled by Google, Microsoft, and Office calendars.
Viewing Tasks in The Task Listing
All tasks assigned are visible in the main left menu under Tasks. In the list of tasks, you can see details related to them: status, creation date, summary, the relation (if the task is related to a Product, Customer, or Reservation), and the author. By default, the system hides tasks set to done. Turning the “Include done tasks in the list” toggle on will also display the tasks that are set to done in the system.
A task can be searched by a user’s name by typing a name in the search field, or other search options can be found in advanced search.
Overdue tasks have an exclamation mark next to them.
In the Emails tab, you can check if the email for the assigned task was sent.
