×
Request a Demo

Request a Demo

Look No Further. Get Started Today

 
 

Verification

What are you looking for?

Adding, Deleting and Editing Tasks

Zonka enables assigning tasks to the team members or yourself for following up with the customers and solving their problems. Tasks can be added, edited and deleted as per the changing status of the follow-up process.

Adding Tasks

You can add tasks for yourself or your team members with the response to initiate action.

To add a task to a survey response follow these steps:

  1. Select Tasks from the top menu.
  2. Click on the Action button next to the response for which you’d like to add a Task.
  3. From the Action drop-down, select Add Task. Add Task pop-up will appear.
  4. In the Add Task pop-up, enter the details of the task like Task Name, Assigned to and Due Date.
  5. Once done, click on Save and your task will be added.
  6. All related team member (who have added the task or who have been assigned the task) will receive an email update when the task is added and before the due date.

Editing Tasks

You can edit tasks for yourself or your team members with the response to initiate action.

To edit a task assigned to a survey response follow these steps:

  1. Select Tasks from the top menu.
  2. All the tasks added will appear in a list view.
  3. Of the task, you want to edit, click on the edit sign present under the actions heading.

edit task

Deleting Tasks

You can also delete tasks assigned to yourself or your team members.

To edit a task assigned to a survey response follow these steps:

  1. Select Tasks from the top menu.
  2. All the tasks added will appear in a list view.
  3. Of the task, you want to delete, click on the delete sign present under the actions heading.

Deleting task

Was this helpful?

add-icon