Tasks

Financial coaching involves scheduling many meetings, phone calls, and other related tasks related to connecting with your financial coaching customers. Along with creating Meetings in the COACH app, you can also create Tasks as reminders to help prepare for your financial coaching sessions. Tasks are similar to Meetings because they can be related to your financial coaching customer's record and added/edited on the Meetings tab. 

Creating Tasks

The Tasks Tab:

1. Log into Salesforce and open the COACH app.
   
   
2. Click on the Tasks tab.
   
   
3. Your default view of Tasks is Recently Viewed Tasks. You can switch views by clicking on the title of the current list view to select any of the available list views that you have access to.
   1. Click on the pushpin icon to select a new default Task view. 
      
      
4. Click on the downfacing arrow to the far right to create a New Task.
   
   
5. Enter information about your task in the following fields:
   1. Assigned To: The coach who will perform this Task and defaults to the currently logged in User. Tasks can be assigned to multiple coaches (Users).
   2. Status: The current status of this Task. 
      1. --None--
      2. Not Started (the default selection)
      3. In Progress
      4. Completed
      5. Waiting on Someone Else
      6. Deferred
   3. Subject: The topic of this Task.
      1. Call
      2. Email
      3. Sent Letter
      4. Send Quote
      5. Other
   4. Name: The name of your coaching customer.
   5. Due Date: When you want to have this Task completed by.
   6. Related To: The Account or Household that this Task may be related to. 
   7. Priority:
      1. --None--
      2. High
      3. Normal (the default selection)
      4. Low
   8. Comments: Add any comments or notes related to this Task.
6. Click:
   1. Save & New to complete this Task and immediately create another New Task.
   2. Cancel to cancel creating this Task.
   3. Save to complete and save this Task.
      
      
7. You will now see this Task in an available list view that applies to this task.

The Meetings Tab (via a Contact Record):

Depending on your settings, you may see a few buttons on the Meetings tab. These instructions only pertain to the New Task button.

NOTE: If you do not see this button on the page, contact our Tech Support Team to have it added.

1. Log into Salesforce and open the COACH app. 
   
   
2. Open an existing Contact record or create a new Contact (Creating a New Customer in COACH).
   
   
3. Navigate to the Meetings tab. 
   
   
4. You may see a button that says New Task or just Tasks. Click this button to create a new Task. 
   
   
5. In the window that opens on the right side of your screen, fill out the Task fields. 
   1. All fields are the same as the above section (The Meetings Tab) but the Comments section is not available upon creation. 
      
      
6. Click Save to save this new Task.
   
   
7. Click the downfacing arrow on the right to Edit your Task.
   
   
8. Select:
   1. Edit Comments: Only edit Task comments.
   2. Edit: Edit all Task fields. 
      
      
9. Click Save to update your Task changes. 
   
   
10. Expand the Task using to view all details about your created tasks. 
    
    
11. Click the empty checkbox to mark a Task as completed or Edit the Task and change the Status to Completed.

Editing or Deleting a Task:

1. Open an existing Task from the Task tab or from the Meetings tab in a Contact record.
   
   
2. Click the downfacing arrow to the right of the title of the Task.
   
   
3. Select from the following options to edit your Task:
   1. Edit Comments: Only make changes to the Task comments. 
   2. Change Date: Only make changes to the Task Due Date.
   3. Create Follow-Up Task: Create a new Task that is marked as a follow up to the current Task.
   4. Change Status: Only make changes to the Task Status.
   5. Change Priority: Only make changes to the Priority Status of the Task.
   6. Edit: Edit all Task fields and information.
   7. Delete: Deletes the Task.
   8. Create Follow-Up Event: Creates a calendar Event that is marked a follow up to this Task. This Event will not count towards Change Machine Meeting totals and data and is NOT advised to be used.