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How to use tasks in Streak ✅📆

About this event

Tasks allow you to break down your boxes into actionable activities that can be assigned to more than one user, tagged with a due date, and even synced with your Google Calendar.

For example, if you're using Streak to manage deals in your Pipeline, you can assign Tasks to individual users on the Legal team to help progress the deal onto the next stage. Tasks can even be used to keep track of your own to-do list so you'll never forget what needs to be completed.

In this class we'll walk you through task basics and also show you how you can automate task creation and assignment.




Hosted by

  • Team member
    T
    Lowell Bieber Operations @ Streak

  • Team member
    T
    Jeremy Frazer Onboarding Specialist @ Streak

    Here to teach best practices and simplify your workflows.

Streak

Streak is a CRM powerful CRM right inside of Gmail.

Streak is a CRM platform integrated within Gmail, simplifying customer management and business processes for industry leaders worldwide.