A task is a specific piece of work that someone needs to complete.
A task usually has an owner and may also have a due date, priority, status, or link to another record such as a booking, customer, asset, request, or work order.
What Can a Task Record Show?
- What needs to be done.
- Who is responsible.
- When it is due.
- Priority or urgency when needed.
- Current status.
- The booking, request, asset, customer, or process connected to the task.
How Is a Task Different From a Request or Work Order?
| Term | Simple Meaning |
|---|---|
| Request | An ask for help, service, or action. |
| Task | A specific action assigned to someone. |
| Work order | A structured record for service or maintenance work. |
A request can create tasks. A work order can also contain or lead to several tasks.
How Does Booking Ninjas Manage Tasks?
Booking Ninjas' Task Management tools can create, assign, prioritize, track, and report on operational tasks.
Tasks can also be created or routed by workflow rules. This can reduce manual follow-up when the same action should happen again and again.
Sources and Further Reading
- Booking Ninjas: Task Management — covers task creation, assignment, priority, deadlines, tracking, notifications, and reporting.
- Salesforce Help: Automate Tasks with Flows — explains how routine tasks and follow-up actions can be created through automation.