Managing Task Lists

Learn how to create, edit, export, and delete task lists in Nexudus. 

Creating Task Lists

Task lists are a great way to standardise and partially automate some processes in your space. Creating task lists is a two-step process. You need to create a task list and then add tasks to the list. 

Step 1. Creating the Task List 

  1. If the side menu is not visible, click .
  2. Click CRM > Task Lists.
  3. Click the Add Task List button in the top right corner of the page. 
  4. Add a name for your task list in the Name field. 
  5. Select your space location from the Location dropdown list if you manage a network. 
  6. Set the Active toggle to YES. 
  7. Tick one or several of the checkboxes in the Auto Assign section. 
    You have the option to use the task list for: 

    - New Contacts 
    - New Members 
    - Any customer cancelling their contracts 

    In addition to that you can narrow down the customer subset of the task list by limiting it to the contracts of your choice. This option only works for new members and cancellations as it is linked to plans.

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  8. Click Save

Your new task list now appears in the Task Lists page. 

Step 2. Adding Tasks to the Task List

  1. Click the task list you've just created from the Task Lists page. 
  2. Scroll down to the Tasks section and click Add Task.
  3. Add you task's name in the Name field. 
  4. Select an administrator user from the Responsible dropdown list. 
    This admin user will receive a notification through the Administrator Panel to complete the task every time the task list is triggered.
  5. If you want to make the task due by a certain number of hours, enter any whole number under the Make this task due this number of hours after it is assigned field. 
  6. Set the Active toggle to YES
  7. Tick one or both the checkboxes in the Notifications section. 

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  8. Click Save.

Repeat Step 2 for every task you want to add to the list. Once you've added all the necessary tasks to your task list, your task list is ready. 

Editing Task Lists

You may want to update or change your task lists from time to time. You can do this at any point from the Administrator Panel. Your edits are implemented as soon as you save your changes. Edit don't affect tasks that are already assigned to administrators. 

  1. If the side menu is not visible, click .
  2. Click CRM > Task Lists.
  3. Click the task list you want to edit.
  4. Make the necessary changes to the task list.
  5. Click Save changes.
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Editing task lists in Nexudus
 

Exporting Task Lists

Exporting task lists is a way for you to keep a record of your task lists outside of Nexudus. This is also a handy way for you to leverage data from your task lists through the XLS file. 

 Nexudus automatically exports all the task lists data available in your account.

  1. If the side menu is not visible, click .
  2. Click CRM > Task Lists.
  3. Hove your mouse next to any task list and tick the checkbox that pops up. 

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  4. Click Export All in the Bulk Actions menu. 
  5. Click Download Export File

You download starts immediately and should only take a few seconds. You will find your XLS file in the Downloads folder of your device. 

Deleting Task Lists

Deleting task lists is way to declutter your Task Lists page and clear out task lists that are no longer of use to you and your team.

 Deleted task lists cannot be recovered in Nexudus. Make sure you export your task lists before deleting them if you want to keep a record.

  1. If the side menu is not visible, click .
  2. Click CRM > Task Lists.
  3. Click the three dots icon next to the task list you want to delete. 

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  4. Click Delete.
  5. Click Yes to confirm your choice. 
 
    There is also a Delete button at the bottom of the task list editing page.
 
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