WEBVTT 00:00:06.310 --> 00:00:11.980 Hello, and welcome to this Xender video tutorial. Irina here with you. Uh, and today, let us 00:00:12.020 --> 00:00:20.680 talk about the Xender Tasks feature. The Tasks feature. help you and your practice to manage any reminders and notifications 00:00:20.690 --> 00:00:25.940 about things you need to do for your clients and for your practice. So let me show you 00:00:26.020 --> 00:00:31.920 how to find it and how to use it. To find your Tasks dashboard, you need to find and click 00:00:31.980 --> 00:00:35.240 this round icon with a check on it. 00:00:36.880 --> 00:00:40.200 So there you go. This is effectively your, uh, practice Tasks 00:00:40.600 --> 00:00:47.960 dashboard. Uh, and the tasks are split into two views. The first one that opens by default is 00:00:48.000 --> 00:00:52.340 your client tasks, but you can also view your practice 00:00:52.700 --> 00:01:00.060 tasks. So first of all, let me talk you through what, um, features, um, are available on this dashboard. 00:01:00.660 --> 00:01:08.520 So first of all, you can filter and view your tasks by pending, the ones that are need to be, 00:01:08.600 --> 00:01:17.200 uh, done, uh, and complete. And you can also open the ones that, um, are already completed. You can see 00:01:17.720 --> 00:01:24.000 if they have been completed by the Actions icon here. And another filter that is available here 00:01:24.080 --> 00:01:27.060 is a filter by the due date for your tasks, 00:01:27.480 --> 00:01:29.280 and you can see how you can filter. 00:01:29.700 --> 00:01:35.940 It's the overdue tasks, tasks that are due today, tomorrow, and this week, next week, and so on. But 00:01:36.080 --> 00:01:38.380 also you can do is to 00:01:38.460 --> 00:01:40.080 choose what columns 00:01:40.120 --> 00:01:41.960 are displayed here in 00:01:42.020 --> 00:01:47.980 your tasks grid. As you can see, it's a little bit large for my view. I have to scroll 00:01:48.020 --> 00:01:50.120 to see everything that is listed here, 00:01:50.660 --> 00:01:52.340 so I can, uh, choose 00:01:52.680 --> 00:02:02.000 what information is actually shown, uh, in this grid. Uh, and for example, I can remove, um, the task's details 00:02:02.060 --> 00:02:03.060 and maybe client, 00:02:04.660 --> 00:02:11.620 uh, contact details if I want to, or I can leave email address, for example, uh, and click OK. 00:02:11.630 --> 00:02:15.140 And this will remove some of the information from the grid 00:02:15.500 --> 00:02:21.460 if I decide that it is not necessary for me for my view, and I want to save this layout 00:02:21.700 --> 00:02:22.060 for 00:02:22.140 --> 00:02:25.060 the later use. So please use these 00:02:25.140 --> 00:02:28.320 buttons to configure the view of your tasks 00:02:28.620 --> 00:02:33.020 grid. And what else you can do with this tasks 00:02:33.100 --> 00:02:39.240 list is you can export them into the printed, um, spreadsheet or, uh, into 00:02:39.580 --> 00:02:42.120 a CSV file, Excel file, or 00:02:42.200 --> 00:02:49.870 a PDF file if you want to work with your tasks outside of your Xender account. All right. Uh, 00:02:50.020 --> 00:02:52.140 what else you can do with, uh, these 00:02:52.260 --> 00:02:53.920 tasks i- is you can actually 00:02:54.120 --> 00:02:56.100 add a client task 00:02:56.500 --> 00:02:57.100 for just one 00:02:57.200 --> 00:03:03.120 client without leaving this page. You don't have to go into a client profile to add the, um, a task 00:03:03.180 --> 00:03:04.150 there. You can just 00:03:04.240 --> 00:03:12.930 stay here and keep working, keep adding your, your tasks. So for example, let's find a client. Uh, let's, 00:03:13.040 --> 00:03:18.519 uh, give a task name. You can add some task details if necessary. 00:03:20.120 --> 00:03:22.400 Assign it to a specific user, 00:03:23.100 --> 00:03:24.500 select a communication 00:03:24.860 --> 00:03:27.220 template, 00:03:27.300 --> 00:03:34.020 and save. Uh, you could see that, uh, when you start a task, the due date by default 00:03:34.220 --> 00:03:37.060 is the date you're working on, but you can set up 00:03:37.180 --> 00:03:37.580 another 00:03:38.000 --> 00:03:46.320 due date whenever it's necessary. However, if you need to add a task while you are working in the client 00:03:46.400 --> 00:03:48.600 profile, it is still possible. 00:03:49.020 --> 00:03:52.020 Let's say you're doing something in the client profile and you need 00:03:52.080 --> 00:03:55.320 to add a task, you can click into their Tasks 00:03:55.640 --> 00:03:56.040 page 00:03:56.580 --> 00:04:01.940 and add a task from here. But let's quickly jump back to our Tasks 00:04:02.220 --> 00:04:11.660 layout and continue exploring what else is available here. Uh, let's talk about the practice tasks, how you can add 00:04:11.740 --> 00:04:18.010 them. To add a practice task, you will be using this, um, page, the Tasks dashboard, and 00:04:18.140 --> 00:04:19.220 you can just add a task 00:04:19.760 --> 00:04:26.060 same way. Select, uh, the due date you want to use, type it in or select another date, uh, 00:04:26.160 --> 00:04:27.020 give task a 00:04:27.100 --> 00:04:27.420 name, 00:04:27.920 --> 00:04:33.200 uh, add details, and assign it either to anyone or at, or 00:04:33.280 --> 00:04:41.140 a specific user in your account and click Save. And the task will be laid out for you here. And 00:04:41.200 --> 00:04:48.060 when the time comes, uh, the reminder will be generated. Uh, you or a user who is responsible for this 00:04:48.070 --> 00:04:54.469 task will see a yellow counter with a number on it, telling them that there is a task that needs 00:04:54.520 --> 00:05:01.300 their attention and that they need to work on. Uh, when they have worked on the task and the task 00:05:01.400 --> 00:05:05.200 is complete, they can just mark it as complete, 00:05:05.700 --> 00:05:09.980 and it will be removed from this view. And if you want-- If they want to 00:05:10.040 --> 00:05:16.640 see, or if you want to see all the completed tasks, you can just click, uh, Show Completed. And if 00:05:16.720 --> 00:05:24.040 you want to repeat this task, you can reactivate it, and it will, uh, appear again in your, 00:05:24.040 --> 00:05:29.770 uh, list of tasks, and you may want to change the due date, for example, if it needs to be 00:05:29.920 --> 00:05:36.460 repeated at a later date. That's how you can use, uh, the tasks, uh, as well efficiently. 00:05:38.080 --> 00:05:43.080 Uh, let us, uh, talk about the client tasks. They're slightly different from your practice tasks. What 00:05:43.120 --> 00:05:48.820 else you can do with them is you can send a communication. So, uh, what you can do is you 00:05:48.860 --> 00:05:57.920 can, um, pre-select the communication template to use with the task. And when the task is generated, when it's due 00:05:58.040 --> 00:06:08.216 to be, uh, completed, you can, uh, click the Send button and click OK. And this, um-Communication 00:06:08.616 --> 00:06:16.036 message will be sent to the client. But you can also choose to send the communication to a group 00:06:16.076 --> 00:06:16.996 of clients. So you 00:06:17.066 --> 00:06:21.996 can select either all clients you can see on, on your grid, or you 00:06:22.076 --> 00:06:22.716 can choose 00:06:23.036 --> 00:06:25.416 some of the clients 00:06:26.476 --> 00:06:27.226 and click 00:06:27.576 --> 00:06:27.976 Send 00:06:28.356 --> 00:06:33.196 Selected. Uh, you will see a notification showing you how 00:06:33.256 --> 00:06:40.035 many communications will be sent, uh, and some notes, uh, explaining you what will happen, such as 00:06:40.376 --> 00:06:46.996 letter communication will not be sent with this action because letters need to be created, need some more attention. 00:06:47.016 --> 00:06:54.996 So you will see that these, um, t-type of communication will be skipped in this bulk action. Uh, also, 00:06:55.096 --> 00:07:02.236 if there is no communication template preselected here in the tasks grid, but you have checked 00:07:02.676 --> 00:07:06.996 this task in the list, it's okay. The system won't action it, 00:07:07.056 --> 00:07:14.036 even if it's checked, even, even if it's selected. It will also be skipped, and the other, uh, 00:07:14.056 --> 00:07:23.276 eligible active, uh, communication tasks, the communication will be sent. Uh, and even after they are sent, 00:07:23.316 --> 00:07:25.956 they are not-- they won't be marked as completed, so you 00:07:26.016 --> 00:07:27.136 will need to 00:07:27.696 --> 00:07:35.076 mark them as completed manually by clicking these buttons. So you still have the control of what is happening with 00:07:35.116 --> 00:07:35.206 your 00:07:35.276 --> 00:07:41.996 tasks, but you can send all of the communication much faster. You don't have to do this one by one. 00:07:42.056 --> 00:07:47.756 It can happen, uh, in bulk. If you need to edit a task, you can just click the task name 00:07:47.876 --> 00:07:50.076 to open the task panel, make 00:07:50.156 --> 00:07:50.796 any edits 00:07:51.136 --> 00:07:51.376 you 00:07:52.656 --> 00:07:56.296 wish to the task, uh, settings, and click Save. 00:07:57.476 --> 00:08:03.376 If you want to delete it, you can't actually delete a client task. You can only mark it as complete 00:08:03.496 --> 00:08:06.076 to make it inactive. 00:08:06.136 --> 00:08:15.076 Uh, but if we talk about, uh, practice tasks, those can be deleted. This is done to preserve the integrity 00:08:15.136 --> 00:08:20.256 of client information, uh, and you can just remove it from the view.