Handheld Contact API: Task List

by | Aug 2, 2023 | Act CRM Software Fundamentals

Introduction: Handheld Contact API offers a comprehensive task list feature that allows users to keep track of their activities and upcoming tasks in Act. In this tutorial, we will explore how to access and customize the task list to focus on specific types of activities, particularly phone calls, to enhance productivity and efficiency in contact management.

  1. Accessing the Task List:

    • From the main screen in Handheld Contact API, locate the “Task List” option at the bottom of the screen.
    • Tap on “Task List” to access a list of activities and tasks associated with your contacts.
  2. Understanding Task List Icons:

    • The task list displays various icons next to each item, representing different types of activities.
    • For example, a phone icon indicates a call, while a coffee cup icon indicates a meeting.
  3. Viewing Contact Information from the Task List:

    • When viewing the task list, tap on an activity to access more information.
    • Click on a contact’s name within the activity to view their complete contact details.
  4. Filtering the Task List:

    • Customize the task list by filtering it to display only specific types of activities.
    • Tap on the “Filters” option to the right of the “Task List” heading.
    • Choose the desired activity type to display, such as calls, meetings, or to-dos.
    • Optionally, exclude cleared items to focus only on pending tasks.
    • Click “Done” to apply the filters.
  5. Focusing on Phone Calls:

    • To prioritize phone calls, filter the task list to show only “Calls.”
    • Clear other activity types to maintain focus on making calls.

    Example of Task List Filtering:

    Task List Item Activity Type
    Test One Call
    Test Two Meeting
    Test Three Meeting
    Chuck Smith Call

    After applying the “Calls” filter, the task list will display:

    Task List Item Activity Type
    Test One Call
    Chuck Smith Call

Conclusion: The task list in Handheld Contact API is a powerful tool for managing activities and tasks associated with your contacts. By customizing the task list to show only specific types of activities, such as phone calls, you can prioritize your workflow and improve overall productivity. Additionally, accessing contact details directly from the task list enables quick and efficient communication with your contacts. We hope this tutorial helps you maximize the benefits of the task list feature in Handheld Contact API. Thank you for reading, and have a great day!