Ready for more work? Wow! Look at you go 💪🏽
As your personal assistant, Penny does a lot of the legwork for you. She creates numerous tasks for you including reach outs and follow-ups. Want to know more? You can click this link here 👉 to see how to increase your Daily tasks.
That being said, sometimes you want to go off-book and do your own thing, or even record tasks that you've done in the past. Here, we will show you how to do that 😉
Create a new task in web app
1 - Launch your Penny Web App
2 - Go to your "Contacts" menu option on the left hand side
3 - Select or search for the contact you would like to add a task to. Their contact card will appear on the right side
4 - Select "Task" in the top right of the profile card
5 - The "Add a Task" window will appear. You will be provided several options for when to schedule the task, pick the one that suits.
6 - Click "Add task".
7 - This page will ask you to "Close" the window or "Add Notes/Tags".
🔥 Hot Tip 🔥 Avoid hitting the "x" at the top left, this will cancel the task creation!
That's it! 🍊
Now, you should be able to see the task directly in their profile card under the date you selected.
Here is a visual of how to do it in the mobile app 👇
🔥 Hot Tip 🔥 You can add notes or tags to the task itself as a reminder what to mention during your next chat.
Create a new task in mobile app
1 - Launch the Penny mobile app
2 - Click on "More" then select "Contacts" in bottom menu and search for the contact you want to add the task to.
3 - The contact's profile card will appear. Click on "Activity" in the profile card
4 - Select "Add Task". There, you can add the date you want to schedule the task, input your notes and any other relevant details about the task in the space provided.
5 - Hit "Add task".
That's it! 🌻
Record a task you have already completed
Already did a task in the past? For example, maybe you ran into one of your prospects yesterday at the grocery store and had a chat about the latest product release. You can record your meeting and make some notes in your contact's profile by following the instructions below. They are very similar to the steps above 😉
1 - Launch your Penny Web App
2 - Go to your "Contacts" menu option on the left hand side
3 - Select or search for the contact you would like to add a task to. Their contact card will appear on the right side
4 - Select "Task" in the top right of the profile card
5 - The "Add a Task" window will appear. You will be provided several options for when to schedule the task. Select " Previously completed".
6 - Click the "Add task" button. A window will appear. This is where you schedule your next follow-up.
7 - Click "Add task". The next follow-up will be put into your task schedule.
8 - Now you can add any relevant notes or tags to the contact card by selecting the "Add Notes/Tags" button or hit "Close" at the bottom.
Video Tutorial
Play the video below to watch a full tutorial on how to create a task in the web app.
Now you know how to create a task, now you might need to delete or undo it! 🤭 Click the link below to learn how to do both 👇
The product images shown are for illustration purposes only and may not be an exact representation of the product.