Enhancing Workflow Efficiency with Your AI Assistant
Your AI assistant is designed to enhance workflow efficiency by automating tasks and generating helpful suggestions. It also supports staff in collaborating on manual tasks, ensuring smooth and effective teamwork.
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Understanding the Task Board
Calendar View
The main dashboard features a calendar view, providing a clear visual overview of upcoming tasks.
Task Types
Tasks are organized into categories for clarity and easy delegation:
Staff Tasks: Assigned to specific staff members, including all tasks for the sales team.
Stack Staff Tasks: Automatically created when a certain day or time aligns with the stacks.
AI-Created Staff Tasks: Generated by AI when assistance is needed, or when a trigger word indicates that help is required.
Assistant Tasks: Assigned to support staff or assistants.
Task Details
Each task includes essential information to ensure clarity:
Due Date: The expected completion date for the task.
Description: Clear instructions and context for completing the task.
Priority Level: Indicates the urgency of the task to help you prioritize. If AI creates a task, it will be marked as High Priority.
Creation Information: Shows who created the task and when.
Status: Tracks the progress of each task. Possible statuses include:
"Past Due"
"New"
"Completed"
Navigating and Managing Tasks
View Tasks: Easily browse upcoming tasks and filter by type, due date, or priority.
Complete Tasks: Once a task is finished, mark it as "Completed" in the system.
Create New Tasks: To create a task for your team, click "Create Task" in the top right corner of the Tasks page. You can specify the task type, set a due date, and ensure it is completed on time.
Staff Task Creation: Staff members also have the ability to create tasks as needed.
AI and Staff Task Management
Stacks Replace Lead Booking and Missed Sale Reach Out: Stacks now replace all lead booking and missed sale follow-up tasks in ClubReady Lead Management.
AI-Created Tasks: When AI creates a task, it will be marked as High Priority. Additionally, AI will be paused until the task is completed, preventing the AI from proceeding with stack steps while a task is pending.
Tips for Effective Task Management
Check the Dashboard Regularly: Review your assigned tasks daily to stay organized and on top of your workload.
Prioritize Tasks: Focus on high-priority tasks first to ensure timely completion and avoid delays.
Utilize Due Dates: Plan your day to meet deadlines and prevent falling behind.
Communicate Effectively: If you encounter any roadblocks or have questions, reach out to your supervisor or the appropriate team member.
By effectively using this task management system, you can boost your productivity, meet deadlines, and contribute to the overall success of your team.