Once task management is enabled for your account, everyone can turn any of the TrueClicks recommendations into a task.
This is especially useful in the following situations:
You're a team manager and would like to delegate this task to one of your colleagues.
You want to assign the task to yourself because you can't fix it right now (from TrueClicks) and you don't want to forget about it.
In both scenarios, the tasks, due dates, and the users involved are visible for everyone, which helps to ensure tasks actually get done.
To create a task, simply open any recommendation in TrueClicks and click on the "Create Task" button in the bottom-left corner of the pop-up screen. If there's also a Fix option, it will appear next to it:
Once you click on this, you can fill the following fields to create a task out of this recommendation:
Required:
Assign to. This will show a drop-down menu of the current TrueClicks users, showing the ones that have the specific account set as "My account" on top. You can select yourself or any of your colleagues.
Optional (but recommended):
Due date. By setting a due date, the task will be prioritized on the Tasks page in TrueClicks based on how close that date is. It will also show which tasks are already past their due date (overdue). TrueClicks offers a few presets and the option to pick any date (starting today) with a calendar.
Description. A description can be useful if you already have a preferred solution in mind and want to write down a few words about it. Of course, there's no need to repeat any of the data already shown by TrueClicks, it should be your 'human touch' on top of our analysis.
Short video recap:
Now that you know how to create tasks, continue learning about how to review and edit tasks!