Today’s Tasks is a section located to the left of the AgencyZoom taskbar.
In this section of AgencyZoom is where all tasks assigned to you will be located.
At the top you will see the amount of tasks you have assigned for the day.
Following down, you are met with a list of different time periods for your tasks.
It goes as follows: Past Due [Rotting], Past Due [Recent], Today, Remainder of the week, Next week, and Completed.
Past Due [Rotting] is all your tasks that have been rotting for quite some time.
These can be revisited to still work at any time, the arrows at the top choose to open the list and close the list for viewing, as well as change the list from ascending and descending.
After that, you have Past Due [Recent], this works the same way as the Rotting section, only they are a bit more recent, within the same week or past few days.
Underneath that you have Today, these are tasks that are currently set for completion for today, you can even see the amount placed beside the Today’s Task selection.
The last two are self explaintory with Remainder being whats left for the week and Next Week reflecting all tasks that will be upcoming in the following week.
Next is your view between Dashboard and List.
By default you will land on the Dashboard page. You can also access the List page.
When selecting List, you are met with this page.
Here you have the ability to view all tasks in a list form. You also have the ability to dig deeper into the system. Whether that’s by searching by the Due Date, filtering by Open, Completed, Closed or Overdue.
As well as selecting Actions to export all tasks.
Right next to Actions you have the ‘+ Add’ button. Selecting just the word Add, you will be met with a window that pops out from the right.
This is a quick way to add various Tasks right into your Task list, or someone else’s depending on your administrative permissions.
You can also add Tasks by selecting the ‘+ Add a task’ button in the middle of your screen if your list is empty.
This window pops up, almost like the other window that comes from the right.
Another thing that you can do when viewing the Tasks’ list view, is batch re-assigning, closing and re-opening.
To do this, simply select the top tick box of your list.
Three options will appear. Reassign selected, Close selected, and Reopen selected.
When selecting reassigning, you will be met with a list of all members of your staff.
You can select one or mulitple to round robin the selected tasks.
Currently at this time you can not batch Complete Tasks. However the list view does it make it a bit easier by going down and selecting all tick boxes to complete a task much quicker here: