HomeProducttask and reminder management
For your operations team

Give every request
a clear owner.

Route each guest request to the right team. Keep the assignee, priority, and reminder on one task, so open work stays visible across shift changes.

Task boardpriorityreminder
BENEFITS FOR YOUR TEAM

Keep guest requests moving across shift changes.

The next team can see the guest's original message, task owner, and latest action in one record, so they know exactly where to pick up.

  • 01

    Let it be clear who is responsible for the work.

  • 02

    Don't overlook the tasks that are due for return.

  • 03

    Completed requests should be separated from open jobs.

HOW DOES IT WORK?

How it works in three steps

See how this feature is used in your team's day-to-day work.

Step 1

Create a task

The source message and guest conversation are preserved with the task.

Step 2

Set an owner and follow-up plan

The department, assignee, priority, and follow-up time are added.

Step 3

Keep the status up to date

In progress or completed status is updated in the task board.

FOR THE BUSINESS TEAM

See where open tasks need support.

Managers review pending requests by department and priority, so they can plan support before work piles up on one team.

Explore communication channels

Review pending requests according to their status.

Separate high priority tasks from others.

Compare the open workload of departments.

Track closed jobs separately from pending ones.

FUNCTIONING OF THE PRODUCT

Keep key follow-up details together on one task board.

Each task shows the assigned team, owner, priority, reminder, and source conversation.

Department and owner

Assign each request to the right team and person so everyone knows who owns the follow-up.

Priority and reminder

Determine on the task the importance of the task and when it will be revisited.

Original conversation

Get direct access to the guest message and conversation history that opened the task.

Status and activity history

Keep process steps updated; Separate completed tasks from open work.

SNAP CRM PRODUCT DEMO

Explore this screen in a demo.

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