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Executing and managing tasks

Premsanth Rajamani avatar
Written by Premsanth Rajamani
Updated yesterday

Salesgear lets you work through manual tasks in a focused, organized flow. You can complete tasks, reschedule them, and move through your task list efficiently.

For manual tasks, actions can be completed directly from the Tasks section.


✉️ Executing a task

  1. Click Tasks from the left navigation.

  2. Click on Upcoming tasks.

  3. Click Start tasks.

  4. Task execution window will appear.

  5. Execute the task

The task will be marked as completed, and you can proceed to the next one.


⏸️ Rescheduling a task

  1. Click the Snooze button next to Mark as complete.

  2. Select a new time from the available options.

  3. Click Snooze to confirm.

The task will be rescheduled successfully.

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