Dashboard – Tasks

Your BNTouch Dashboard is organized into several sub-tabs, each containing useful tools and information.

The “Tasks” sub-tab will display three organizational tools: the Missed Tasks, To-Do List, and Calendar panels. These panels can provide a concise summary of your daily tasks in BNTouch.

Any tasks that have been assigned to you elsewhere in the system and passed their deadline will automatically appear in your “Missed Tasks” list. Each will be shown with the task description, the name of the client or partner the task is associated with, and the due date and time. Clicking the blue Description link will open the linked record in your CRM.

Here, you can mark them as “Done” or cancel them outright using the checkboxes to the left and the buttons below. If the Phoneburner module is enabled, you can send the records for any missed tasks to the dialer queue from this list. Tasks can also be completed, rescheduled or canceled individually using the links to the right.

The To-Do List is used to remind yourself to complete tasks that are not date-specific. New entries can be added and assigned a priority using the “Add Entry” tab. The list can be sorted and filtered by priority, and entries can be marked as “done,” canceled, or deleted from the list using the checkboxes to the left and buttons below. To-do items of the same priority will be ordered based on the sorting preference selected using the menu to the lower-right.

Multiple entries can be modified at once using the “Edit List” tab, and a full list of all To-Do entries can be accessed using the “History” tab. “Canceled” entries will still appear on this list, but “Deleted” ones will not.

The Calendar Panel can be used to set up tasks and reminders for yourself. To create a new task, click the “Add Task” button or click an open time on the calendar. Choose who the event is for, enter the date, time, and type of event, and include a brief description. You can set a reminder to appear for the event, which can be one-time or recurring. Private tasks will only be visible by the user they are created for. When finished, click “Add Task” to save the event in the calendar. Tasks added to the calendar here will not be directly linked to a mortgage or partnership record; however, tasks created from the Mortgages or Partnerships tabs will be linked.

Days can be navigated using the arrow buttons, the “Today” button, or selecting a date and clicking “Show.” To edit a task on the calendar, simply click it. Any changes you make will save upon clicking “Update Task.” Tasks can be filtered by user or status using the drop-down menus. You can also sync your BNTouch calendar with other calendaring programs by clicking the “iCal” button, copying the link, and updating your calendaring program. This sync is one-way; external events cannot be imported to the BNTouch calendar.