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Task Interactions - A Complete Guide
Task Interactions - A Complete Guide

What are Tasks and how can they help me? Learn how Tasks and Actions can be be flexibly applied to your Leads, Clients and Orders/Jobs.

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

Task Interactions

Tasks are new type of Interaction within the Better system.  Tasks can be very helpful for tracking important to-do's in relation to Leads, Clients, and Orders/Jobs.
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Actions

Actions are the physical steps that need to be taken in order to complete the Task. Actions can be assigned to your Task Interactions (see below).

How to Assign Tasks for Leads, Clients and Orders/Jobs?  Click Here to Learn More!

How to Create Actions (Action Builder)  Click Here to Learn More!

How to Complete Tasks?  Click Here to Learn More!

How to Report on Tasks? Click Here to Learn More!

If you have any questions on Tasks, please chat in to support!

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