AppWT CRM

Topic: Messages and tasks

Message templates and My tasks

Reuse messages that fill in each person's details, and keep a to-do list for people and projects.

Video, 1 minute 10 seconds · 6 steps

This lesson uses Talent search. If Talent search is not in your menu, it is not turned on for your account yet. Ask AppWT to turn it on.

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Read the transcript Read the steps
Narrated by Jessa, with soft background music. Captions start off. Press the Captions button, or use the player's own caption menu, to turn them on.

What you will learn

  • What a message template is
  • How fill-in fields and Preview work
  • How to prepare a message for many people
  • How to add, finish and repeat tasks

Step by step

  1. Step 1: Message templates

    Open Message templates from the menu. A template is a message you use again and again, like asking for an updated resume.

    The Message templates page with three templates: a project opportunity, an updated resume request and an availability check.
    Step 1 screen, from the demo account.

  2. Step 2: Fill-in fields and Preview

    Words in curly brackets fill in each person's name and details. Click Preview to see the message filled in for one person.

    A template preview, filled in with a made-up person's first name and specialty.
    Step 2 screen, from the demo account.

  3. Step 3: Prepare a message

    In Talent search, check people and click Prepare a message. The CRM leaves out anyone marked Do Not Contact or opted out. Nothing is sent from here yet.

    Talent search with two people checked and the Prepare a message button at the bottom of the list.
    Step 3 screen, from the demo account.

  4. Step 4: My tasks

    Open My tasks to see your to-do list. The menu shows how many of your tasks are overdue.

    The My tasks page with three open tasks, two of them overdue.
    Step 4 screen, from the demo account.

  5. Step 5: Add a task

    Open Add a task. Give it a title, an owner, a due date, and a priority, and link it to a person or a project. A task can repeat, like every week.

    The Add a task form with boxes for the task, owner, due date, priority, repeat, and a candidate or project.
    Step 5 screen, from the demo account.

  6. Step 6: Mark it done

    Click Mark done when you finish. If the task repeats, the CRM makes the next one for you.

    An open task with its Mark done button.
    Step 6 screen, from the demo account.

Transcript

In this lesson, you will reuse messages with templates and keep track of your to-do list.

Open Message templates from the menu. A template is a message you use again and again, like asking for an updated resume.

Words in curly brackets fill in each person's name and details. Click Preview to see the message filled in for one person.

In Talent search, check people and click Prepare a message. The CRM leaves out anyone marked Do Not Contact or opted out. Nothing is sent from here yet.

Open My tasks to see your to-do list. The menu shows how many of your tasks are overdue.

Open Add a task. Give it a title, an owner, a due date, and a priority, and link it to a person or a project. A task can repeat, like every week.

Click Mark done when you finish. If the task repeats, the CRM makes the next one for you.

Next, learn how to staff a project and use the staffing calendar.

Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.