Book Image

Infusionsoft Cookbook

By : Paul Sokol
Book Image

Infusionsoft Cookbook

By: Paul Sokol

Overview of this book

Table of Contents (18 chapters)
Infusionsoft Cookbook
About the Author
About the Reviewers

Working daily out of My Day

To close out this chapter, we are going to explore the task completion workflow that an end user would experience in their daily responsibilities. Understanding this end user context helps us design automation that can truly streamline processes and boost productivity.

For this recipe, we are focusing on the workflow of someone who receives tasks to call new leads and must indicate the results via a note template or internal form. The recipe will take us through one call task.

Getting ready

We need to be logged in as the user assigned with the call tasks and in the working view of My Day. This can be accessed from the Home icon in the main navigation, as shown here:

How to do it...

  1. Click the task title from the list of tasks on the left-hand side of the screen, as shown here:

  2. The task information and contact information will load in the right-hand side of the screen:

  3. Perform the task as instructed and fill out any internal forms and/or apply any notes indicated.

  4. In the...