How to create a task
How to create a task Dashboard > Tasks - Need to schedule a follow-up call with a family? - E mail a family about an account issue? - Follow-up on an expired offer of care? Assigning tasks keeps a busy service effortlessly organised. From the d...
My open tasks panel
My open tasks panel Dashboard > My open tasks Tasks keep a busy service effortlessly organised. In Occupancy CRM they can be viewed, added and marked as completed directly via the My open tasks panel found on the dashboard. Utilise it in the ...
The tasks funnel
The tasks funnel Dashboard > Tasks funnel Tasks keep a busy service effortlessly organised and the tasks funnel breaks each task into categories so you can clearly see what needs to be actioned - whether that be phone calls, emails or booked tour...
Best practices > updating a task status
Best practices > updating a task status Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines. To ensure you know the current status of any task, update the task as it progresses - Not...
The tasks and tours page
The tasks and tours page Dashboard > Tasks The Vacancy.care tasks and tours page provides a complete list of all tasks and service tours, filtered into categories - Future - Overdue - Completed - All. Add a new task via the Create Task or Tour ...
My tasks calendar
My tasks calendar Dashboard > Tasks funnel > My tasks calendar (*note, the tasks funnel is accessible by toggling between it and the sales funnel) The My Tasks Calendar is concerned with internal tasks and meetings. Specific to an individual use...
Best practices > using the my open tasks panel
Best practices > using the my open tasks panel Want to get the most out of Vacancy.care? More benefits with less work...? Follow these best practice guidelines. The My Open Tasks panel is found on the dashboard. It's a at-a-glance view of you...