Managing Tasks
Track every action item across your pursuits and CRM records, with due dates, owners, and a calendar.
Tasks are the to-do items on your pursuits and on your customer relationship management (CRM) records. For example: get the solicitation documents, confirm the submission format, and get the past performance signed. A pursuit task belongs to a pursuit. A CRM task belongs to a person, a company, or an agency. The Tasks page collects all of your tasks, so nothing slips while you work on one bid.
Or just ask CLEATUS
Add a task to submit past performance by Friday and assign it to me
The agent also completes them. Ask it to mark a task done, push a due date, or reassign it.
Before you start:
A pursuit task belongs to a pursuit, so add a contract to your pipeline first. See Adding a Contract to Your Pipeline.
Work your task list
Open Tasks
Open Pipeline > Tasks in the sidebar. The Pursuit tasks tab lists every task on every pursuit, with a count and an overdue badge. The badge shows how many tasks are late. The CRM tasks tab lists the tasks on your people, companies, and agencies.
Add a task
Click Add Task and select the pursuit for the task. Enter a title and an optional description. Set a Due date, then select Assignees. You can assign several members and whole teams. To add a task from a pursuit, open its Tasks tab and click Add task.
Add a CRM task
On the CRM tasks tab, click Add Task. In Select record, choose a person, a company, or an agency. Then enter a title, a Due date, and the Assignees. In the title, type @ to name a teammate, a record, or a pursuit. CLEATUS assigns each teammate that you name. A pursuit that you name shows the task on its Activity Logs tab.
Complete and edit
Select the checkbox in the Status column to complete a task. In the row menu, Edit Task changes the title, due date, and assignees. Go to Pursuit opens the pursuit, and Delete removes the task.
Narrow it down
Filter by status, due date (Overdue, Today, This Week, Next Week, No Due Date), phase, assignee, or pursuit. Display groups the list by pursuit, phase, or assignee. It also sorts the list and sets which columns you see. On the CRM tasks tab, Display groups the list by record or assignee.
See deadlines on a calendar
To see tasks by date, open Pipeline > All Pursuits, open Display, and select Calendar. Turn on Show task due dates to show tasks with your pursuit deadlines. Turn on Only show tasks to see a calendar of tasks only.
Tip:
Filter to Overdue at the start of each day. It is the shortest list that shows which bids are at risk. Workflows can also create tasks for you, for example when a pursuit moves to a new phase.