Create a task

Web        iOS     Android  

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Web

• From anywhere on the Voze web app, click the blue New button and select Note.
• "Company" and "Call Type" are mandatory.
  • To find the company, simply enter its name in the search bar.
  • Choose the appropriate "Call Type" from the dropdown menu.

• Once the company is selected, you can pick contacts to associate with the note.
• Optional: Type in the details from your call, visit, next steps, etc. in the note fields. 
• To schedule a follow-up on your calendar, enter a description of the follow-up in the "Task Description" field and then choose the appropriate Start Date/Time and End Date/Time.
• Click Save to complete your task creation and that task will now be on your calendar. 

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iOS

Manually create a task

• Tap the + button from anywhere in the app and select Create Task.
• Enter in the task description
• Tap on the Company selection and select a company from the list.
  • If you create a task from the Company Profile page, it will automatically grab the company and associate the task.
• Select the Date and Time (optional)
• Tap Save in the top right corner.

 

 

 

 

 

 

 

 

 

Create a task via Record Note

• Tap the + button from anywhere in the app and select Record Note.
• Now you see a list of your assigned companies.
  
  • Tap on the company you want to record the note for.
    • Tap the magnifying glass in the top right to search the name of the company.
  • If you need to add a new company, tap the Add New Company button.

• Now you see your note types. Select one and tap Next or Start Recording.
• Say "follow up" or "follow up task" followed by the date and time to schedule a follow up. 
  • Provide the details for your follow up. 
• When you've completed your recording, tap Pause, and then Upload.

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Android

Manually Create a Task

• Tap the + button from anywhere in the app and select Create Task.
• Enter in the task description
• Tap on the Company selection and select a company from the list.
  • If you create a task from the Company Profile page, it will automatically grab the company and associate the task.
• Select the Date and Time (optional)
• Tap Save in the top right corner.

 

 

 

 

 

 

 

Create a task via Record Note

• Tap the blue + button from anywhere in the app and select Record Note.
• Now you see a list of your assigned companies.
  
  • Tap on the company you want to record the note for.
    • Tap the magnifying glass in the top right to search the name of the company.

• • If you need to add a new company, simply tap the Create New Company button.

• Now you see your note types. Select one and tap the blue > button. 
• Tap the record button to begin recording.
• Say "follow up" or "follow up task" followed by the date and time to schedule a follow up. 
  • Provide the details for your follow up. 
• When you've completed your recording, tap Stop, and then Upload.

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