Tasks in Bonzo are action items that help you and your team manage and track various client interactions and follow-ups to ensure efficient communication and workflow. There are several ways to create tasks in Bonzo, ensuring you and your team can stay organized and efficient.

1. From your dashboard, navigate to the "Tasks" tab under the "General" tab on your navigation sidebar. By default, you will see all your current, upcoming, overdue, and completed tasks, as well as birthdays and power dial groups.
   
   

   

    

2. By toggling the "Show Team" button, Team Leads can see tasks assigned to themselves and their team members.
   
   

   

    

3. To add a task, click the pink "+Add Task" button in the top right of your screen.
   
   

   

    

   From here, you'll be able to fill out the task details, such as the title, description, sub-items, assigned team member, task type (e.g., phone call, voicemail, follow-up), priority level, and schedule.
   
   

   

    

   The "Add person" button allows you to link a contact record to this task for organization and easy follow up.
   
   

   

   You can also set a reminder, add a frequency for recurring tasks, and sync it to your calendar if integrated.
   
   

   

    

    

4. Finally, you can "Disposition" your task to update your team members on its progress.
   
   

   

    

   Dispositions can be created by Team Leads or any team member with the appropriate permissions by clicking on the "Manage Task Disposition" button in the top right.
   
   

   

   Examples of dispositions include: "Stuck," "In Progress," "Needs Clarification," and "Not Yet Started."
   
   

   

    

5. To add a Task in bulk to a group of contacts, navigate to your People tab. Use advanced or quick filters to select a group of contacts and click the "+" symbol to reveal more actions on the quick action Toolbar. Then click "Add Task."
   
   

   

    

   You will see the task creation tab with a reminder of how many contacts you've selected for this task.
   
   

   

    

6. You can also add tasks directly to a contact's profile. From your People tab, navigate to the contact's profile, and from the conversation view, scroll down under "Prospect Data" to the tasks button. Click the "+Tasks" button and you will see the task creation tab.
   
   

    

   

    

   Now you have the ability to create a new task for that specific contact. This is helpful for following up on conversations or actions required after a call.

7. Finally, you establish tasks during an auto-dial call, if action steps or follow-ups are needed. During your auto-dial session, click on the "Actions" tab to create a task.
   
   

   

   This ensures that important follow-ups discussed on the call are not missed.

8. Your assigned tasks will be visible both in your Tasks tab and on your Dashboard for easy access and visibility.
   
   

   

   It's important to note that tasks appearing on your dashboard are only your assigned tasks. Team leads can view their team's tasks by navigating to the Tasks tab.

    

Adding Tasks to a Power Dial Group

In Bonzo, you can use Tasks to set up a "Power Dial Group" for yourself or your team members. This feature enables you to quickly organize an auto-dial session with a specific group of contacts and assign it to yourself or another team member.

1. To get started, from the people tab, select a person or group of people, click the plus sign on the Quick-action toolbar, and select "Add Task."
   
   

   

    

2. In the the task creation tab, select the "Type" dropdown, choose "Power Dial Group," and after you fill out the rest of the task info, click "Save."
   
   

   

    

3. This task will then appear in the "Power Dial Group" section under your "Tasks" tab.
   
   

   

    

   When you or your team member assigned to this task are ready to start the session, click on it, and all of your contacts for the session will be grouped and ready for calling.

Tasks in Bonzo are a powerful tool for managing and tracking client interactions, ensuring that you and your team stay organized and maintain efficient communication. Whether creating individual tasks, bulk tasks for multiple contacts, or setting up a Power Dial Group, Bonzo provides a flexible and comprehensive system to keep your workflow on track.