Coachflow.pl

Motyw

26. Tworzenie zadań i przypomnień ​

Poziom trudności: Łatwy
Czas: 10 minut

Wprowadzenie ​

Zadania (Tasks) pomagają organizować pracę zespołu - follow-upy, call backi, deadlines. Nigdy nie zapomnisz o kliencie!

Dlaczego Tasks? ​

  • Organizacja: Wszystkie to-do w jednym miejscu
  • Accountability: Kto za co odpowiada
  • Deadlines: Automated reminders
  • Team coordination: Assign tasks to team members

Krok 1: Tworzenie zadania ​

  1. Profil kontaktu → Add Task
  2. Wypełnij:
Title: Wyślij proposal Janowi
Description: Premium package, 5000 PLN/msc, start 1 marca

Assign to: Kamil Nowak
Due date: 22.02.2026 17:00
Priority: High

Reminder: 2 hours before
  1. Create

Krok 2: Typy zadań ​

Call back: ​

📞 Zadzwoń do Jana
Due: Dzisiaj 15:00
"Follow-up po propozycji"

Email follow-up: ​

📧 Wyślij case study
Due: Jutro 10:00
"Wysłać 3 polskie case studies"

Meeting prep: ​

🤝 Przygotuj się do spotkania z Anną
Due: Za 2 dni 09:00
"Review她产品 demo requirements"

Internal: ​

💼 Verify payment received
Due: Za tydzień
"Check if Jan paid invoice #1234"

Krok 3: Przypisywanie zadań team ​

  1. Create Task → Assign to:

    • Yourself
    • Team member
    • Round robin (automatic distribution)

  2. Team member dostaje:

    • Email notification
    • In-app notification
    • Dashboard widget (My Tasks)

Example assignment rules: ​

New lead (Warsaw) → Assign to Kami (Warsaw sales rep)
New lead (Kraków) → Assign to Anna (Kraków sales rep)
High value (>$10k) → Assign to Piotr (Senior closer)

Krok 4: Task automation ​

Przez workflow: ​

Trigger: Opportunity created
Action: Create Task

Title: "Follow-up z {{contact.name}}"
Assign to: {{opportunity.owner}}
Due: 2 days from now
Priority: High

Trigger: Email opened 3 times
Action: Create Task

Title: "Hot lead - call {{contact.name}}"
Assign to: Sales team (round robin)
Due: Today

Trigger: 30 days after purchase
Action: Create Task

Title: "Renewal check-in - {{contact.name}}"
Due: Today
Notes: "Call about renewing {{custom.product}}"

Krok 5: Task dashboard ​

Dashboard → My Tasks:

Zobacz wszystkie tasks: ​

TODAY (3):
📞 Call Jan Kowalski             OVERDUE 2h
📧 Send proposal to Anna         Due in 3h
🤝 Meeting prep - Piotr          Due in 5h

TOMORROW (2):
📧 Follow-up email campaign
💼 Check payment status

THIS WEEK (5):
...

Filter tasks: ​

  • My Tasks (assigned to me)
  • Team Tasks (all team)
  • Overdue (należy działać!)
  • Completed (history)

Krok 6: Completing tasks ​

  1. Check off ✓ when done
  2. Add completion note:
✅ Task completed: Call Jan Kowalski

Note: "Wywałkał. Bardzo zainteresowany. 
Sent proposal via email. Next call Friday."

Next task: Follow-up call - 25.02.2026 10:00

Task completion triggers workflow: ​

Task "Send proposal" completed
    ↓
Wait 3 days
    ↓
Create new task "Follow-up call"

Krok 7: Recurring tasks ​

Setup: ​

Title: Weekly check-in with VIP clients
Recurrence: Every Monday 9:00 AM
Assign to: Account Manager
Description: "Call top 10 VIP clients"

Use cases: ​

  • Weekly reports
  • Monthly invoicing check
  • Quarterly reviews
  • Annual renewals

Krok 8: Task reminders ​

Notification settings: ​

Settings → Notifications → Tasks:

☑ Email reminder 2 hours before
☑ SMS reminder 30 min before (urgent tylko)
☑ In-app notification when assigned
☑ Daily digest at 8:00 AM (wszystkie zadania na dzisiaj)

Multiple reminders: ​

Task due: 25.02 10:00

Reminders:
- 24.02 17:00 (day before)
- 25.02 08:00 (morning of)
- 25.02 09:30 (30 min before)

Krok 9: Task templates ​

Create templates dla common tasks: ​

Template: New lead follow-up

Title: Follow-up z {{contact.name}}
Priority: High
Due: 2 days from assignment
Description:
1. Zadzwoń do klienta
2. Wyjaśnij ofertę
3. Odpowiedz na pytania
4. Wyślij proposal
5. Zaplanuj next call

Template: Renewal prep

Title: Przygotuj renewal dla {{contact.name}}
Due: 30 days before contract end
Description:
1. Review usage/engagement
2. Prepare custom offer
3. Schedule call
4. Send proposal

Priority levels ​

Użyj priorytetów mądrze: ​

🔴 HIGH: Urgent + Important

- Hot lead ready to buy
- Angry customer issue
- Contract expiring today

🟡 MEDIUM: Important but not urgent

- Follow-up z warm lead
- Monthly check-in
- Update contact info

⚪ LOW: Nice to have

- Research competitor
- Update internal notes
- Export reports

Integracja z Calendar ​

Sync tasks to Google Calendar:

  1. Settings → Integrations → Google Calendar
  2. Sync tasks as events
  3. Zobacz zadania w kalendarzu:
Google Calendar:
22.02 10:00 - Call Jan Kowalski (GHL Task)
22.02 15:00 - Team meeting
22.02 17:00 - Send proposal (GHL Task)

Podsumowanie ​

✅ Nauczyłeś się:

  • Tworzyć zadania dla kontaktów
  • Przypisywać team members
  • Automatyzować przez workflows
  • Zarządzać task dashboard
  • Ustawiać reminders i recurring tasks

Następny krok: 27. Opportunities - zarządzanie szansami sprzedaży