Tasks are the to-do list or an assigned action that needs to be completed by yourself or by an assigned user. In Zonka Feedback, you can assign a task to a concerned user of the account or yourself for a certain action that needs to be done within a due date.
Tasks are created or added when a certain action needs to be done by a user, like follow up with a customer, sending emails, meetings, calling and other important internal jobs.
Tasks in Zonka Feedback can also be added against a specific response to a user. For example, if the response is negative, the admin may assign a task to the user to follow with the respective user and try to find out what went wrong with the services.
Adding Tasks in Zonka Feedback
To assign a task to a particular user, follow the steps below.
Click on the (+) on the left hand side navigation bar, and click on Add taskYou get a pop up with the name Add Task. Below are the fields you get in the pop up-
Task Name - The name of the task you wish to give it
Type of task - This field help you to add the kind of task that is assigned to like to-do, normal task, call, meeting and email
Description - You can add the complete details on the task in a descriptive format which will help the assigned user to understand the task
Due Date - You can set up the date and time by which the task should be completed by assigned user
Reminder - Choose the reminder time so that the assigned user gets the notification well before the task execution time and won't forget
Assign To - Choose this option to get a drop down menu with the list of users added in your account. Choose the user whom you want to assign the task
Once done adding the required fields, click on the Add button to complete.
Adding Tasks against a Specific Response
To add a task against a specific response, follow the below steps.
Go to Response Inbox through the left navigation bar.
On the given list of responses, you get the option Add Task on the bottom left hand side of every response. Click on the option.
You get a pop up with the name Add Task.
The next steps are the same as above (adding tasks in Zonka Feedback) as you get the same fields in the pop up mentioned above to fill. Proceed to complete.