Can I set these up for reoccurring tasks?

Not currently. This is set up to just quickly log an action that you’ve done for a client.

What is the “Time Used” on a task for?

We’ve added estimated times to certain tasks to push into our Portal for our clients to see how much time it would take without the tools and training of our
expert staff. We want to highlight the value and show how awesome our team is. The Quick Tasks will be communicating with the portal in a client facing
visual to create better value and transparency within our programs. We’re also including Graphics Cases and Ad Cases time used. More information will be
available on this project soon.

Can I edit the preset “Time Used” for certain Quick Tasks?

These numbers are estimated and are looked at regularly and adjustments will be made if necessary.

The Time Used says 25 minutes but the task took more than the preset 25 minutes. Does this need to be adjusted?

Please let your supervisor know if your task is taking longer than the Time Used attributed. We are trying to show how much time it would take for someone who does not have our tools and expertise. Adjustments will be made as we go based on feedback.

How do I determine how much time to put into the Account Transfer or Score Buddy Updates time used section?

Roughly estimate how much time you spent planning and implementing changes based on that task. This does not have to be an exact time. These are in
increments of 1 minute.

Can I override the number of locations the Time Used is associated with?

No, this is pulling from the ‘No. of Locations’ field on the account level in Salesforce. The Quick Task will multiply the associated time for the task by the
number in the ‘No. of Locations’ to equal the total Time Used.

Can we add more Quick Tasks? / Can we make XYZ changes to a Quick Task?

Yes, depending on what they are. Please direct any suggestions to your supervisor.

Are these client actions required to be logged in a quick task now?

Yes. Please log your interactions that qualify with the definition of the quick task.