Tasks in Mixmax
Tasks are to-do-list items that help you prioritize and track what you need to get done on a day-to-day basis.You can add tasks to sequences, create individual tasks, complete tasks from Gmail, and efficiently churn through a batch of tasks. Here are the details!
Tasks are available on the Enterprise plan — contact sales to learn more.
Tasks in the Mixmax web app
To access Tasks, go to the Tasks page in the Mixmax web app. If you are connected to Salesforce, you'll see all your Salesforce tasks; tasks that you create, edit, and complete will all sync to Salesforce (Be sure to check the box next to Sync Mixmax Tasks in Salesforce here). If you don't use Salesforce, you can create tasks within Mixmax.
Create a new task by clicking New Task in the top left corner. Choose whether you want to create a to-do task, or a call task.
In the task pop-up window, write a title and description for your task, and select the contact the task is related to. Then, set the task due date by clicking the calendar icon. Finally, click Save in the upper-right corner of the task window to save the task.
After the task has been created and saved, you can click on the task to re-open the pop-up window and change any task attributes such as status, due date, title, and description. To mark a task complete, click the check mark in the upper-left corner of the task window. To delete a task, click the trash icon in the bottom-right corner of the task window.
You can complete individual tasks from the Tasks page of the Mixmax web app. You can also churn through a batch of tasks using what we call Beast Mode — learn more below.
If you are connected to Salesforce, you'll have additional fields in the task window. You can choose which fields will appear for each task types (to-do task or call task) in your CRM Settings page.
You'll also see a task priority field (high, normal, low) in the task window, and additional task status options that correspond to Salesforce fields.
Add tasks to sequences
You can create a sequence where one or more stages is a task. To add a task as a followup stage, in the Then section of the sequence stage editor, click send an email and then choose to create a task from the dropdown menu. You can specify whether the task should be a To-do or a Phone call. This choice determines which fields you fill out when setting up the sequence. You can specify those fields in your CRM Settings page. If you choose Phone call, you can make phone calls with Mixmax. If your sequence recipients' phone numbers are in Salesforce, they will automatically be pulled into the call task.
You can trigger the next sequence stages to occur when the tasks are completed or deferred.
Complete tasks efficiently with Beast Mode
Beast Mode enables you to quickly complete a batch of tasks. You can also use Beast Mode to efficiently make all your phone calls for the day. Learn more about Beast Mode.
Automate your workflow using Tasks + Rules
You can automate your workflow with Rules.
Rule triggers include
- a Mixmax tasks is created
- a Mixmax task is update
- a Mixmax task is completed
- a Salesforce task is created or updated
Rule actions include
- create a Mixmax task
- create a new Salesforce task
Here are some examples of popular rules using tasks:
- When a meeting is confirmed, create a task to prepare for the meeting
- When a meeting is cancelled, create a task to reschedule
- When someone answers my yes/no question (i.e., to request a demo), create a task to follow up
- When a task is completed, post to Slack to let the team know