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Sales Product Sheet

Feature: Task Management

The Task Management feature in Coda allows sales teams to efficiently track and manage their tasks, ensuring nothing falls through the cracks. With this feature, you can create and assign tasks, set due dates, track progress, and collaborate with your team members seamlessly.

Key Benefits:

Efficient Task Creation: Easily create tasks right within your sales document. Simply enter the task details, assign it to a team member, and set a due date.

Task Assignment: Assign tasks to specific team members, ensuring clear ownership and accountability. Each team member can access their assigned tasks and mark them as complete when finished.

Due Date Tracking: Stay on top of deadlines by setting due dates for each task. The system will automatically remind you when a task is approaching its due date, helping you prioritize your work effectively.

Progress Monitoring: Track the progress of tasks and see how they align with your sales goals. Visualize task completion rates and identify bottlenecks or areas for improvement.

Collaboration and Communication: Collaborate with your team members within the task management system. Leave comments, ask questions, and provide updates, ensuring everyone is on the same page and working towards the same objectives.

How to Use Task Management in Coda:

Navigate to the "Tasks" section within your sales document.

Click on the "New Task" button to create a new task.

Enter the task details, assign it to a team member, and set a due date.

Monitor task progress, update statuses, and communicate with your team members within the task card.

Use filters and sorting options to organize and prioritize tasks based on your needs.

With Coda's Task Management feature, sales teams can streamline their workflow, improve productivity, and ensure all tasks are completed on time. Start using this powerful feature today and experience the benefits of efficient task management in your sales process.

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