Contacts Feature Guide
Editing contact records
Adding contacts manually using the Create Contact option
Adding contacts using the Import Bulk tool
Adding contacts using automation
Arranging order of custom contact record fields
Merge duplicate contacts
Searching for contacts
Getting started with contacts search
Using direct free text search
Using advanced search
Changing order of custom contact search fields
Filtering your search
Common searches used for segments
Managing custom contact fields
Accessing the custom contact fields
Creating custom contact fields
Sample custom field configuration
Enabling a custom field in search
Editing and arranging custom contact fields
Creating a campaign
Editing a campaign
Disabling or Enabling a campaign
Deleting a campaign
Cloning a campaign
Using campaign tracking token
Managing Campaign Leads
DailyStory Campaigns Guide
Managing Static Segments
Managing Dynamic Segments
DailyStory Segments Guide
Viewing the Contacts in a Segment
Disabling and Enabling Segments
Deleting and Restoring Deleted Segments
Archiving and Restoring Archived Segments
Email Marketing Guide
Create or Edit an Email
Using the Email Designer
Email Options Menu
Email Designer Widgets
Preview an Email
Send a Test Email
Sending an Email
Email Sending Guardrails
Scheduling an Email
Send an email to a single contact
Email Designer Advanced Topics
Email Merge Tags
Edit Email HTML, CSS and AMP
Import and Export Emails
Email Technical Details
Email Frequently Asked Questions
Email Designer Frequently Asked Questions
How to warm up an IP address
Troubleshooting email delivery
Sending AMP Emails
Manage Email Revisions
Text Message Marketing
DailyStory Text Message Marketing Guide
Text Message Sending Guardrails
Text Message Deliverability Score
Understanding Text Messaging costs
Creating or Editing a Text Message
Sending a Test Text Message
Scheduling Text Messages
Sending a Single Text Message
Text Message Replies Report
Replies to Text Messages
Understanding Text Message Delivery Codes
Setting up Keywords for Text Message Replies
Opting out of Text Messages
Text Message Frequently Asked Questions
Autopilot Automation Guide
Design an Autopilot Automation
View all Autopilot Automations
Autopilot Frequently Asked Questions
File Manager Guide
File Manager Frequently Asked Questions
Manage files and folders in File Manager
Landing Page Guide
Creating Landing Pages Using the Content Gallery
Creating or Editing a Landing Page
Using the Page Designer
Adding a Form to a Landing Page
Editing a Landing Page's HTML and CSS
Landing Page Frequently Asked Questions
Tracking Links Guide
Create or Edit a Tracking Link
Test a Tracking Link
Tracking Link Advanced Options
Tracking Link Metrics and Reporting
Measure click performance and track link conversions
Tracking Links Frequently Asked Questions
Web Forms Guide
Create or Edit a Web Form
Design a Web Form
Styling your Web Form
Publishing your Web Form
Web Forms Frequently Asked Questions
Configuring a Popup's Basic Settings
Configuring a Popup's Display Options
Configuring a Popup's Layout Options
Built in Personalization Tokens
Custom Personalization Tokens
Using Conditional Logic with Personalization
Personalization Frequently Asked Questions
Reports and Dashboards Guide
Sent Emails Report
Sent Text Messages Report
Sent Push Notifications Report
Web Activity Report
Tracking Links Report
Who is Visiting Report
Paid Search Summary Report
Email OptOut Report
Account Setup and Configuration
Account Settings Frequently Asked Questions
Personal Settings Frequently Asked Questions
Changing Your Password
Add a User to a Role
Understanding Role Permissions in DailyStory
Access Control using Roles
Create or Edit a Role
Grant Permissions in the Role
Delete a Role
Remove a User from a Role
Roles and Permissions Frequently Asked Questions
How to Find Your DailyStory Beacon
Install DailyStory Beacon in SquareSpace
Install DailyStory Beacon in WordPress
Manually Add the Beacon
Beacon Frequently Asked Questions
Steps for hosting your own subdomain with DailyStory
Technical Setup Guide
Install DailyStory Beacon in WiX
How DailyStory integrates with Google Analytics
Mailgun and DailyStory integration
MINDBODY ONLINE and DailyStory integration
MINDBODY Frequently Asked Questions
reCAPTCHA and DailyStory integration
RhinoFit and DailyStory Integration
Salesforce and DailyStory integration
Twilio and DailyStory integration
Twilio Integration Frequently Asked Questions
Verint Community and DailyStory integration
WordPress and DailyStory Integration
Zapier and DailyStory Integration
GoToWebinar integration using Zapier
Slack integration for DailyStory
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Updated by Richale Cabauatan
Use DailyStory Tasks to assign and track follow-ups on calls, emails or other activities.
A Task is helpful reminder for work or actions that require someone on your team to follow-up on. Tasks can be assigned by you to people on your team, or you can create new Tasks assigned to yourself.
This guide provides a list of resources to help you get started with Tasks.
Create a Task
Creating a Task is simple and can easily be found in the main menu.
To create a Task either:
- Click Tasks > Create Task
- Navigate to Tasks > All Tasks and click
+ Createin the main Task menu.
Either option will open the Create Task editor:
Enter a name for your task, e.g. "Follow up with Mike at ACME", and Save your task.
If you are creating many Tasks simultaneously, use the Save & New option.
Optional Task details
The name must be specified when a Task is created. In addition to giving your Task a name, you can also set other details about your Task:
- Notes use Notes to capture notes and images related to your Task.
- Assigned To unless changed, Tasks will be assigned to the Task creator. Assigning a Task to someone else will also send them a notification that you assigned a Task to them.
- Priority unless changed, Tasks are set to a Normal priority. Other options include: Low and High. Visual cues are added to Tasks that are marked as a Priority other than Normal.
- Type unless changed, Tasks are set to a Taskt type of "To Do". Other options include: Call and Email. Use these other Tasks to associate the Task with the action to be taken.
- Status unless changed, Tasks are set to "Not Started". Other options include: In Progress, Completed, Waiting and Deferred. Completed Tasks are removed from your open Task list.
- Reminder Date unless changed, Tasks have no Reminder Date set. Use Reminder Date to send a notification reminder when the Task is coming due.
- Start Date unless changed, Tasks are set to the Start Date of when they are created. Tasks may be started in the future.
- Due Date unless changed, Tasks are set to the Due Date of when they are created. Tasks may not have a Due Date earlier than the Start Date.
Setting an Associated record
Once a Task is saved it can additionally be associated with one or more records in DailyStory. To add an Associated Record to your Task either Save a new Task or edit an existing Task and click the
Add Associated Record button. This will open a popup.
From the popup, select the record type (Campaign or Contact) and then select the respective Campaign or Contact to associate the Task with. This will add the Associated Record to the Task.
Edit a Task
There are three ways a Task is edited:
- Quick Edit
- Full Edit
- Bulk Edit
When viewing a list of Tasks, clicking on a Task will open the Quick Edit menu.
Using the Quick Edit menu, update the Task Name, add or edit Notes, change who the Task is assigned to, change the Status, or change the Priority.
If you want to edit more details about the Task, click the
More Detail button and the Full Task editor will open.
To edit options not available in the Quick Edit menu, such as updating the Reminder Date or Associated Records, the Full Edit screen is identical to the Create Task screen.
Editing Tasks one at a time can be time consuming. DailyStory Tasks also support Bulk Edit to enable you to edit multiple Tasks as once.
From any Task list, such as All Tasks, click the checkbox next to one or more Tasks. This will open a menu above the Task list.
Edit. This will open the Bulk edit popup.
Using the options in this popup, set any properties for the selected Tasks you wish to update. For example, set all the selected Tasks as due next week. You can optionally provide a comment with your bulk edit change that is added to the audit log for each of the Tasks.
Complete a Task
When a Task is marked as Complete it is removed from your open Task lists. However, it is still available in the Complete list.
When a Task is completed an email is sent to the person who first created the Task to let them know it is complete.
Notifications are not sent for actions where you are both the assigner and assignee.
Delete a Task
To delete a Task either navigate to the Full Edit view of the Task and click the
Delete button, or from any Task list check the Tasks to delete and a menu will appear above the list. Click the delete button to delete the selected Tasks.
When a Task is deleted, a notification is sent to the Task assigner.
Deleted Tasks are moved to the Trash and are permanently deleted after several days. Tasks that are in the Trash can be recovered by editing the Task and removing it from the Trash.