The ActiveDEMAND Task system allows users to create, manage, assign, and execute tasks to help them better manage their engagement.
The ActiveDEMAND administrator can set up the Task system that is appropriate for your sales processes. The Tasks in ActiveDEMAND have three main components:
All three of these components can be customised in the Administration->Account Settings [Tasks Tab]
One of the benefits of using ActiveDEMAND Tasks is that the Task object gives you everything you need to complete the task. All Tasks have the following attributes
Collaboration discussion (comments)
Task status audit log
There are 4 default task types
You can edit the default task types but you cannot remove the default task types. The Task types can be re-ordered by dragging the rows. You add as many custom Task Types as you wish.
A Task Type has the following Attributes
Task Type Name
Task Type Icon
Does this task type, when completed, require an outcome to be set (Outcomes are described below)
An Email Task has an extra field: Subject.
An Appointment Task type also has an extra field: Location
A Task starts off in an 'Open' Status, then progresses to a 'Done/Completed' status once the task is completed. The status of the Task allows you to define a workflow for Task management. You can have as many Task 'Open' statuses as you wish. There can only be one 'Done/Completed' status. There must be at least one 'Open' status and one 'Done/Complete' status. You can re-order the task statuses using drag and drop. The 'done/complete' status will always be the last status on the list.
When a Task is completed, you can have the option of assigning an outcome for a task. You can have as many Task Outcomes as you wish, or none at all. All Tasks Types that have been configured to have an Outcome, share the set of defined Outcomes. If a Task Type is configured to have an Outcome, the user must assign an Outcome when completing any Tasks of that type.
The primary interface for task management is through a Task Kanban board. There are several paces that the Task boards show up:
Contact edit screen
Deal edit screen (full edit and quick edit via the Deal Kanban)
Organisation kanban card
Campaign tasks tab
The Dashboard Task Kanban
Task type filters
hide/show completed tasks
Filter tasks based on segment
Card view/List view toggle
Due date filter
Task type icon
Tasks can be moved between Status Lists by dragging and dropping the Task Card
For all Tasks that have an Open Status, the Tasks are ordered by the due date. The Tasks that have the oldest due date are at the top, the task's latest due date below, and finally, those tasks with no due date are at the bottom. Task cards are coloured by the due date:
All Tasks that are in the 'Done/Completed' Status are listed in the rightmost list. The completed Tasks are ordered by completed date (most recent on the top)
Sub task list
Task status change history
Associated prospect contact
Associated prospect company
The message/details field can use Dynamic Fields (merge fields). Thus when you are automating Tasks, you can abstract the dynamic elements out of the Task.
Using Automation to create tasks
The real power of the ActiveDEMAND task system is in automation capabilities. There are two systems for task automation within the platform.
Task automation with workflows
Task automation within calendar campaigns
You can schedule tasks automatically within calendar campaigns. This is very useful for keeping a list of items that need to be done for any specific campaign type. Drag the task object onto the calendar, assign the task, and on the date specified on the calendar, the task will be created and assigned.
This is used to create/update tasks based on a sales cadence. Some use cases are
Schedule a follow-up email to be customised by the sales rep at a specific time
Schedule a call with a prospect 3 weeks after they purchased
Schedule a LinkedIn outreach, then schedule a call
You can complete a task in several ways
On the task dashboard widget, you can drag a task to the completed column
On the task hover menu, click the checkbox icon
While editing a task, you can set the task status to completed
Using the task workflow action, you can complete a task
Making a call will always complete a task. If the call is being made from within a call task, it completes that task. If you call anywhere else, a completed task will be created, associated with the prospect being called.
Interacting with Tasks
You can create/update tasks in several ways:
Using workflow automation
Direct engagement in ActiveDEMAND
On the Task dashboard kanban widgets
On the task sidebar
Scheduled Tab on an individual contact screen
Organisation kanban card
Deal kanban card
Deal full edit page
Campaign Tasks tab
Using Workflow automation to create/update tasks
The aforementioned workflow action
can be used to create/update tasks
Task Kanban Dashboard widget
Tasks Listed: Filters are applied to the widget
You can add the tasks kanban to any tab on your dashboard. The tasks viewed here are filtered by contact segment etc.
Tasks on the Side Bar:
Task listed: The logged-in user's Tasks
Contact Edit Page
Tasks listed: All tasks associated with the contact
Deal Edit Tasks
Tasks listed: All open Tasks associated with contacts connected to the deal
Organisation Kanban Quick Edit
Tasks listed: All open Tasks associated with the Organisation