Creating and Managing Tasks

This guide provides a comprehensive walkthrough on using the Stax.ai CX platform to manage tasks efficiently, set up documents for filling and signing workflows, and leverage powerful automation features.

Step 1: On the left-hand menu, select To Do followed by Tasks to navigate to the task management page.

Step 2: View all the tasks for your organization on the left panel.

Here, you'll find tasks you have created and those auto-generated for processes like onboarding and payroll.

Step 1: Select a task from the list to view detailed information in the task view at the center of the page.

Step 2: Analyze task details including the company, assignee, due date, and status.

Task information related to a company or project will be displayed at the top right of the page.

Step 1: Click the blue New button in the upper right corner to create a new task.

Step 2: Enter a title for the task, such as Re-record Training Videos. The task is automatically assigned to you when you create it.

Step 3: Use filters to locate your task. Filters can narrow tasks by assignee, status, or other fields.

Step 1: Assign a company and plan to a task if necessary.

Step 2: Select a due date and set a task priority, such as High. You can leave notes to add additional information relevant to the task.

Step 3: Select a Client Task Type from the dropdown for tasks involving clients.

Step 1: Click Attach Automation at the bottom of the task view to automate parts of your workflow.

Step 2: Choose from automation options like sending an email, executing Python scripts, or launching projects.

Using automation can significantly speed up internal processes and enhance productivity.

Step 1: Monitor changes in the Activity Log on the right-hand side, showing task updates and status changes.

Step 2: Update task status as you work on it to reflect current progress. Switch the task status to In Progress when starting and Complete once done.

Step 3: Use the Complete button to finalize task completion, which will move the task to the completed filter.

By following this guide, you now have a solid understanding of how to manage tasks effectively within Stax.ai CX and utilize its powerful automation features. Use these steps to streamline your workflow, enhance task management, and improve overall productivity. For any questions or further assistance, the Stax.ai help center videos and resources are readily available.