WEBVTT

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Um, but let us talk a little bit about the settings. So how these tasks also appear

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on- this, uh, grid, apart from you setting them manually for each client, there are some ways

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to, uh, make those tasks appear automated. Uh, and also, uh, maybe there are some other settings. So before we

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talk about automated tasks, let me show you one, um, user setting that is, important. Uh, you notice that some

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of the tasks are assigned to, anyone, but other tasks, uh, can be assigned to a specific user. Uh, and

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how do we manage that? How you can allow, uh, cl--

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um, your users

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see those tasks? Well, there is a user permission for that. Let me show you,

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uh, what it is and how to enable it. So, let us go to our account

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settings,

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and let us go into Team and Users. Here, uh, we are on the User Management page. Let

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us go into one, of our user, uh, profiles. And here

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in the Administrative, uh, Permissions block, we need to enable View tasks assigned to all users, and

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we need to save that. So this will allow, a user to see tasks? that. are assigned to all users,

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not just

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to them. And now how to make some of the tasks automated so that you, don't have to do them

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manually every time. So there are two options here. So first of all, again, let's jump back to our account

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settings, and this time we will go into the Communication, uh, panel. And here, first of all, we will look

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into the Tasks settings. Uh, it's quite obvious. And here, we have our panel for automatically generated tasks. Here we

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have three type of tasks. First of all,

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create a task to send a message, uh, before client's birthday. And here you can, uh, set up a communication

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template that will be sent with this task. And also two other tasks, uh, is to actually, uh,

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inform you and your team when the recurring appointment series is about to finish. And also another task, um, to

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generate, uh, is when the last appointment in the session pack is used

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or the session pack expires. Uh, and once you've enabled the settings the way you want them,

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you just save the changes. And these settings will generate, uh, those tasks

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and which will show up here in the grid. Uh, you can see here also that the tasks are automatically

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generated each night, and they are generated seven days prior to their due date, so that's also important to know.

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And if you want to, uh, jump back to your tasks dashboard from this settings page, you just click this

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button, and the system will take you exactly here. And another way how you can, uh, use the tasks, uh,

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feature to auto-generate is, uh, with Zenda Automations. Again, let's jump back to the account settings. Uh, and here

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in the Communication panel, let's go to the Automations

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feature. Whenever you are setting up, for example, incomplete intake forms, uh, and you are sending a reminder to the

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client to complete their form, you can also, uh, and you are setting up actions for your client, and

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the client receives an email reminder to complete their form or SMS reminder to complete their form. You can also

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set up a task

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for your team, which will generate it in your tasks

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grid. Uh, and here with this task, you can also

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use an SMS or email template, which will attach as a communication

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to your task. So I, I chose my preset SMS template,

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communication template with

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my task, and I can also add some task details, like a short note for my team members to know

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what needs to be done with this

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task. And then I will save the changes. So one, when this automation matches all the conditions, uh, it will

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trigger, it will send an email reminder to the client, for example, but it will also generate an automation

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here in the tasks grid. And this is how they also populate this task grid aside from the manual tasks.

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And that's all today. I hope that you use this feature, and you enjoy it, and it makes your, uh,

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workflows really smooth and efficient.