Create a Task in Wabo

Managing tasks effectively is a crucial part of customer engagement and operational efficiency. Wabo’s task creation feature allows you to assign, organize, and track tasks seamlessly. Here's how to create a task in Wabo:

Steps to Create a Task:

1. Navigate to the Task Section

• Locate Task: After logging into Wabo, navigate to the Task section below WhatsApp Flows.

2. Access the Task Creation Page

• Task All Page: Once on the Task page, you will see the "Task All Page" that displays all existing tasks.

• Click Create Task: On the right-hand side above of the page, click on the Create Task button.

3. Enter Task Details

• Task Title: Enter a descriptive title for your task.

• Task Description: Provide a detailed description of the task for better clarity.

4. Select Task Type

• Dropdown Menu: Choose the type of task from the dropdown menu. Options include:

  • Follow-up

  • Call

  • Meeting

  • And others (based on your needs).

5. Set Date and Time

• Schedule Task: Choose the date and time for the task to be completed.

6. Set Task Priority

• Priority Dropdown: From the dropdown menu, set the task priority:

  • Low

  • Medium

  • High

7. Add Notes

• Additional Details: Enter any additional notes or instructions for the task.

8. Assign Task Owner

• Dropdown Menu: Select the owner responsible for this task from the list of available users.

9. Link to a Contact

• Related To: Select the relevant contact from the contact list to associate with the task.

10. Save the Task

• Save Button: Click on the Save button to finalize the task creation.

Key Benefits of the Task Feature:

• Streamlined Workflow: Assign specific tasks to team members, ensuring accountability.

• Enhanced Organization: Prioritize tasks and link them to relevant contacts.

• Time Management: Set due dates and times for better scheduling.

• Comprehensive Tracking: Maintain detailed notes and categorize tasks effectively.

With these simple steps, you can efficiently manage and track tasks within Wabo, empowering your team to stay organized and productive. Start creating tasks today and enhance your operational workflow!