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Task setting and after-sales task templates
Task setting and after-sales task templates

Learn how to add an after-sales task template, enable automatic task suggestion, and modify task types and statuses.

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Written by Support
Updated over a week ago

In Livespace, you will find default task settings and a suggested template for post-sale tasks. If you want to configure the settings or add new task templates, you can do so with the Administrator role.

In this article we described:

Automatic task suggestions

The Automatic Task Proposing feature found in the Automation package and above, allows you to set up any sequence of tasks. With it, once a task of a certain type is completed, Livespace will automatically suggest adding another task according to the conditions you set in advance, speeding up your team's workflow

To activate Automatic Task Suggestion, go to Account Settings > Calendar and Tasks, then press the edit icon in the Actions column next to the selected task type.

In the example below, you can see that after marking the Email task as completed, the screen prompts you to add another task to the calendar. In this case, it is the Call task.

Task templates

Using the Automation package and higher, you have the ability to create task templates, which you can then use instantly on profiles of people, companies, sales opportunities, and spaces. This way you won't waste time creating the same, or similar, tasks each time.

To edit a current template or add a new one, go to Account Settings > Calendar and Tasks > Task Templates

Good to know

Based on the delay indicated in the form, the application calculates the deadline for each task as it is added.

After Sales Tasks

Using task templates, you can create a set of after-sales activities that will occur after winning a sale or losing a deal. The purpose of post-sales tasks is to nurture customer loyalty - by using them, the sales team remembers that the sale does not end with the signing of the contract. Instead, it can be the opening of new cross- and up-selling processes. In the case of a missed deal, tasks can be used to bring the customer back into the sales funnel.

To include an after-sales task template for a given sales process, go to Account Settings > Deals > Processes, then edit the selected process.

Types of tasks

Task types in Livespace define the category of tasks depending on what activity they refer to.

By default, the following task types are available: Email, Offer, Project, Meeting, and Online Meeting. It is also possible to modify and expand the default task types. To edit task types, go to Account Settings > Calendar and Tasks, then press the edit icon next to a task type to edit an existing one, or select Add Type when you want to add a new one.

Task statues

To enable task statuses, go to Account Settings > Calendar and Tasks > Task Statuses, then enable Enable Task Statuses.

In this section, you can also edit current statuses or add new ones.

Sharing tasks

To enable sharing:

  • Go to Profile Settings > Calendar and Tasks and then select the Share Tasks and Calendar section

  • Use the change option to determine to whom and what tasks you share.

Ways to share tasks in CRM

Livespace allows you to share tasks with another person as follows:

  • None - tasks are not made available

  • Free/busy - another person does not see the content or title of the task, only information about your unavailability at the time set for the task.

  • Read-only - allowing you to see the tasks, but not allowing you to edit them

  • Full access - allowing another user to fully see and edit tasks

The way of sharing tasks with another user can be defined in general, for all types of tasks, or in detail - different for different types. This means that we can, for example, share project tasks in a full way, leave tasks in a read-only way, while not share tasks of other types.

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