{"id":17026,"date":"2020-07-30T15:15:23","date_gmt":"2020-07-30T13:15:23","guid":{"rendered":"https:\/\/timp.pro\/2020\/07\/30\/crm-tasks-prepare-your-center-for-vacations\/"},"modified":"2020-07-30T15:15:23","modified_gmt":"2020-07-30T13:15:23","slug":"crm-tasks-prepare-your-center-for-vacations","status":"publish","type":"post","link":"https:\/\/timp.pro\/en\/crm-tasks-prepare-your-center-for-vacations\/","title":{"rendered":"CRM tasks: prepare your center for vacations"},"content":{"rendered":"
\n
We recently made the CRM module<\/a> of your TIMP control panel available to you<\/a>.
\nOne of the tools included in the CRM is the Tasks management, and we thought that the days before the vacations are ideal to start using the CRM Tasks<\/strong> and leave everything ready in your center before going to sunbathe. <\/div>\n
<\/div>\n
Do you want to know how to prepare your center for vacations with TIMP Tasks<\/strong>?<\/div>\n
<\/div>\n
We’ll tell you about it!<\/div>\n
<\/div>\n

Homework: preparing your school’s homework before the vacations<\/h2>\n
<\/div>\n
With summer comes the vacations, and that’s why it’s essential to get everything ready<\/strong> before some of your staff, including you, go on vacation.<\/div>\n
<\/div>\n
In the previous days there are always many things to do to make sure that everything will work properly during our absence at the center.
\nAnd if you have a tool that helps you to carry out these tasks in an efficient and orderly manner<\/strong>, you have a lot ahead of you. <\/div>\n
<\/div>\n
That tool is Tasks<\/strong>, in TIMP’s CRM module. <\/div>\n
<\/div>\n
This is how it works:<\/div>\n
<\/div>\n

Create a vacation task<\/h3>\n
<\/div>\n
For example, do you want to establish a holiday period at the center for the summer months in the next few days?
\nPerhaps you and your members have not yet met to decide which dates you will close for the vacations.
\nBut while you’re waiting for that meeting, let’s create that task so we don’t forget to do it<\/strong> when we’re clear on it. <\/div>\n
<\/div>\n
The first step is to go to the CRM section of your control panel<\/strong>.
\nOnce there we will go to the Tasks section<\/strong>, click on “New task<\/strong>” and write a title for it<\/strong>. <\/p>\n
\n<\/figure>\n

If we consider it convenient, in the “Details<\/strong>” section we will briefly describe what it will consist of.<\/p>\n

\n<\/figure>\n<\/div>\n

Assign the task to a professional in your center.<\/h3>\n
<\/div>\n
Once you have defined the task title and description, it is time to assign it to someone in your team.<\/div>\n
<\/div>\n
You can assign the task to one or more professionals on your staff<\/strong>, and it will appear in their professional account so that they are aware that they have to perform it.<\/p>\n
\n<\/figure>\n<\/div>\n

Set a deadline for your task and create a reminder<\/h3>\n
<\/div>\n
Finally, set a due date for this task and schedule a reminder<\/strong> to be sent to the assigned professional(s) before that deadline.<\/div>\n
\n
\n<\/figure>\n

Now just click on the “Create task” button and you are done.
\nYou will see the task you have created and all the information related to it: <\/p>\n

\n<\/figure>\n

Simple, isn’t it?
\nFollow the same procedure for any task you want to schedule throughout the year. <\/p>\n<\/div>\n

You will see that TIMP Tasks are the perfect tool to keep up to date with all your business management<\/strong> so that you don’t forget anything.<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

With TIMP’s CRM Tasks you can get everything done before the vacations.
\nLearn how it’s done. <\/p>\n","protected":false},"author":233048127,"featured_media":8125,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[760843510],"tags":[760843529,760843561,760843539,760843562,760843567],"class_list":["post-17026","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-timp-en","tag-business","tag-crm-en","tag-for-your-customers","tag-loyalty","tag-profitability"],"acf":[],"yoast_head":"\nCRM tasks: prepare your center for vacations - TIMP<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/timp.pro\/en\/crm-tasks-prepare-your-center-for-vacations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CRM tasks: prepare your center for vacations - TIMP\" \/>\n<meta property=\"og:description\" content=\"With TIMP's CRM Tasks you can get everything done before the vacations. 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