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In order to effectively manage tasks and streamline collaboration within teams, Sprinklr offers a powerful task management module. With this feature, supervisors can easily delegate tasks to team members and keep track of progress, ensuring efficient workflow and successful completion of organizatio
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Task Management
Visibility Settings refers to the visibility of columns such as Associated To, Priority, Due Date, and Assignee on the Task page. Clicking on any of the columns will hide the column. If you will click on the column again, it will re-appear. You can also group the task page by Status, Priority, Due D
Task filtering plays a pivotal role in viewing the data seamlessly. Brands can filter all the task types - My Tasks, My Team’s Tasks, All Tasks, and Created by Me by the Task Priority, Task Status, Assigned To, Creator, and Asset. Task Priority - You can prioritize the task by the desired priority -
You can check out the details of the Task in the third pane. Click on any of the tasks in the All Tasks tab. You can check out Task actions such as the Edit icon, Copy link icon, and Delete icon. Edit icon: You can make the desired changes in the task by clicking on the Edit icon Copy link: You can
Task Notes play a key role in reminding your team members of anything about the task, tagging your team members for any guidance, or attaching anything along with the Notes to make the tasks clearer. You can add Notes and collaborate on the Tasks by typing your Notes in the Notes bar. Click on any o
You can create Tasks in messages in your Inbox. This can then be used for collaborating with other members of the team to streamline content production. Go to the Inbox from the left pane. Now, you can choose any message type from the left pane. Click on any of the messages and click on the 3 dots i
You can create Tasks on Assets as well. Click on the Publishing tab from the left pane of Sprinklr. Click on any of the assets under the Assets section in the left panel. You will get a list of Assets. Click on any of them and the third pane will appear on the right. You can move down to the Task se
You can create Tasks on Contacts and Companies. To Create Tasks on Contacts Click on the CRM tab in the left pane of Sprinklr and click on any of the contacts under the Contact tab to create a task. Click on View Contact next to any contact and the contact details will appear. You will either view t
You can create tasks on Tickets as well. Click on the Tickets tab from the left pane of Sprinklr and the list of tickets will be visible. Click on any of the tickets and the third pane will appear. Move to the Task section. Click on Add Task and provide the desired details for creating a task such a
You can create Tasks on Campaign as well. Click on the Campaigns tab from the left pane of the Publishing module and the list of campaigns will be visible. Click View next to any of the Campaigns and the third pane will appear. Move to the Task section and view either the existing tasks or create a
