#Export task coach software#

The software is designed for all sizes of businesses who want to manage their employees. Optionally, click the Delete schedule upon completion checkbox to delete the scheduled report after scheduling the report.GoAssign is a simple and easy-to-use scheduling software solution for employees or volunteers.Select the frequency you would like the report sent in the Repeat drop-down menu.Select one of the following options in the Select a time to schedule the report section:.Select the desired report to send in the Select a report to send drop-down menu.Enter the message that will be displayed in the email's body in the Email Message text field.Enter a subject line for the scheduled email in the Email Subject text field.Enter the names of desired users or tagged groups in the Send this report to these users or tags text field.Set the Should this schedule be enabled? toggle to Enabled.Click Options > Save and Schedule Report.To schedule Sales Optimizer Tasks reports and send them via email, do the following: Saved reports can be scheduled from the User Settings menu. Enter a title for the report in the modal window that appears.To save configured Sales Optimizer Tasks reports, do the following: Note: To clear your filter settings, click Reset Filters. Once you have configured your desired filters, filtered results will display in the information table. Select any or all of the listed users and user tags.Click the Users and User Tags text field.Select any or all of the following task types:.Select the desired starting and ending date from the calendar menu that appears.Click the Task Due Date text field in the Filters panel.Sales Optimizer > Sales Optimizer Report. To configure displayed report information, do the following: With filters, you can display information by: To better find the information you are looking for, consider using filters to show only the information you need. If you have many different users or tasks attributed to users, you may find that it becomes difficult manually searching the available information. The displayed order depends upon the particular information column.Ĭonfiguring Sales Optimizer Tasks Reports When viewing the available information, click the Sort carets to sort by alphabetical, ascending, or descending order. The total number of tasks that were deleted by a specified date. These can be counted as due or overdue, based on the updated due date. The total number of tasks where the due date has been modified. The total number of tasks that were changed from one type to another. The total number of tasks-including completed tasks-that were completed after a specified date or rescheduled to a later date by the user. The total number of tasks that were completed by a specified date.

The total number of tasks that have been completed by the user. The total number of tasks that are due for the user. Click Expand to display all available tasks that are assigned to the user. The Sales Optimizer Tasks report displays the following information: This information changes based upon the selected timeframe. Understanding Automation Tasks Reports The Sales Optimizer Tasks report provides an at-a-glance view of all tasks currently assigned to users, as well as how those users are going about completing their assigned tasks. The Sales Optimizer Tasks report is housed with SharpSpring's other sales reports.Ĭlick Sales Optimizer > Sales Optimizer Report to access the Sales Optimizer Tasks report from SharpSpring's left toolbar. When used together with SharpSpring's other sales reports, it provides a complete picture of how sales are being attended to. When used alone, it can show when and how users are completing reports. The Sales Optimizer Tasks report is one of many available sales reports.

Exporting Sales Optimizer Tasks Reports.

Scheduling Sales Optimizer Tasks Reports.

Configuring Sales Optimizer Tasks Reports.

Accessing Sales Optimizer Tasks Reports.

Available Reports and the Sales Optimizer.

This article will provide an overview of the Sales Optimizer Tasks report. The Sales Optimizer Tasks report gives insight on what automated tasks are being completed or rescheduled within a given timeframe. The Sales Optimizer Tasks report provides you with a detailed report on the number of automated tasks, per individual user and by entire sales teams.