How to assign tasks to your users in

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  • Опубліковано 24 жов 2024

КОМЕНТАРІ • 20

  • @FunAndGames2100
    @FunAndGames2100 Рік тому

    This was great thank you.

  • @letsdinelocal
    @letsdinelocal Рік тому

    This was a very helpful video. Thank you.

  • @jefffairchild1854
    @jefffairchild1854 Рік тому

    Very helpful video thanks :)

  • @brianlandis3057
    @brianlandis3057 2 роки тому

    As a potential GHL agent I was wondering what was possible with TODOs and how they worked, so thanks!

    • @brianlandis3057
      @brianlandis3057 2 роки тому

      @@BridgetBartlett Tasks... I was wondering how to assign tasks in GHL, i.e., "todo" items, and this video shows how.

  • @BrajamohanDas8
    @BrajamohanDas8 Рік тому

    Thank you for you videos really useful.. I have a question. Do you know how to comunicate something to all sub accounts simultaneously

    • @BridgetBartlett
      @BridgetBartlett  Рік тому

      You could send an email or create a pop-up announcement using something like Usetiful.com

    • @BrajamohanDas8
      @BrajamohanDas8 Рік тому

      Thank you. Ill look into it@@BridgetBartlett

  • @LangeSchlange22
    @LangeSchlange22 Рік тому

    If tasks are done - is there a way to make them stay / seeable in the contact information so you see the history of tasks?

  • @KenGermann-A1E
    @KenGermann-A1E 8 місяців тому

    How did you create the support team group? I want to be able to round robin assign tasks to a group like sales.

    • @BridgetBartlett
      @BridgetBartlett  8 місяців тому

      It is a user called Support Team

    • @KenGermann-A1E
      @KenGermann-A1E 8 місяців тому

      @@BridgetBartlett How do you create a user support team in GHL? I want to create multiple teams to assign tasks to.

  • @judie29
    @judie29 8 місяців тому

    Can we comment in the task like if we have a question to the assignee?

    • @BridgetBartlett
      @BridgetBartlett  8 місяців тому

      You can add the question in the task and reassign it to someone else who needs to answer

  • @ramonbordoni
    @ramonbordoni 6 місяців тому

    So helpful!! Thanks

  • @retentiongifts2314
    @retentiongifts2314 9 місяців тому

    I don't see myself when trying to assign a user. How do I do that?
    (I tried adding myself to the "my staff" section and it said "A user with this email already exists in this agency."

    • @BridgetBartlett
      @BridgetBartlett  9 місяців тому

      Use a different email and create a user, inside your whitelabel domain

    • @retentiongifts2314
      @retentiongifts2314 9 місяців тому

      will it still notify me in the correctly if it has the wrong email?@@BridgetBartlett