Introduction
The Tasks tab shows everything your team and your AI Assistant need to do. This training covers how to view, filter, create and edit tasks. To learn how to complete a task, see 📘 SalesRevv Training: Completing a Task.
Task Views
Across the top center of the Tasks tab, you'll find:
Staff & AI: Switch between your team's tasks and your AI Assistant's tasks.
Due: Tasks due now, listed from top to bottom with their due date and whether they're past due.
Future: Upcoming tasks.
Completed: Tasks that have been completed.
Skipped: Tasks that were skipped.
On the AI side, you can see how many tasks your AI Assistant has completed, its future tasks and anything due today.
Skipped Tasks
If a pipeline task isn't completed within two to three days, SalesRevv automatically skips it. The client isn't removed from the pipeline. Skipping keeps their journey moving by passing them on to the next task.
Pro Tip for AI Captains, Owners & GMs: Keep an eye on your Skipped count. If it keeps climbing, your team isn't able to complete all the tasks created for them.
Task Details
Each task shows:
What the task requires
The client's information
When it's due
Its priority
Who it's assigned to, if anyone
Whether a staff member created it
Who completed it
When it was created
Customizing Your View
Use View Settings, Export (CSV), Filters, Sort and the panel view options to set up the Tasks tab the way you like.
These changes only apply to your account. They don't change anyone else's view.
Creating a Task
Click New Task in the top-right corner.
Choose the client.
Set the due date.
Choose the task type.
Set the priority.
Assign it to a team member, if needed.
Add a note, if needed.
Click Create Task in the bottom-right corner.
Editing a Task
Scroll to the right-hand side of the task and click the edit icon. From there, you can change the due date, task type, priority or who it's assigned to.
Filtering Tasks
If tasks build up, use the filters on the left-hand side to decide what to tackle first. You can filter by:
Assigned tasks
Task type
Purpose
Priority
Pipeline
Who created the task
Completed
You can also use filters from across SalesRevv. For example:
Filter to Unscheduled 24 Hours to focus on your Day 1 leads, your hottest leads.
Filter to New Members to make sure every new member task gets done.
Use a custom filter, such as active members.
Then sort by date or time to work through them in order.
Why Tasking in SalesRevv Matters
Tasks in SalesRevv are created by your pipelines, by your AI Assistant when it needs help, or by your staff. Pipeline tasks are built to work alongside your AI Assistant's texts and emails.
SalesRevv tasks don't sync one-for-one with tasks in other systems. Completing a task somewhere else won't complete it in SalesRevv.
Important: Completing tasks in SalesRevv is a core part of every staff member's role. Have your team work from the Due column, and use downtime to get ahead on Future tasks. That way your team works together with your AI Assistant instead of doubling up.