Create, Manage, and Update Tasks in Rotor
Written By Tyler Woods
Last updated 4 days ago
Objective
This video explains how to create, assign, filter, update, and complete tasks in Rotor using both the web app and mobile app. It ensures team members can manage task workflow consistently and keep task statuses current.
Key Steps
1. Open the Tasks area in Rotor 0:00
Log in to Rotor on the web.
Navigate to the Tasks tab from the main website view.
Use this area to view all existing tasks for the company.
2. Create a new task 0:11
Click Add Task to create a new task.
Enter a task name.
Set the due date and time.
Choose the duration.
Set the priority level.
Associate the task with the correct lead or record.
Assign the task to the appropriate user or team.
Add internal notes for the assignee to review.
Click Create Task to save it.
3. Review task status and task list details 0:59
Confirm the new task appears in the task list.
Check the current status, such as Open.
Drag the task to another status if needed.
Watch for tasks outlined in red, which indicate they are overdue.
Review the summary details shown for each task, including association and due date.
4. Filter tasks to find specific work 1:15
Use the filter options to narrow the task list.
Filter by priority to view only high, medium, or low priority tasks.
Filter by association type to show tasks linked to leads or other records.
Filter by due date to view tasks due today or within a specific timeframe.
Clear or reset filters when you need to return to the full task list.
5. Edit, complete, or delete a task from the web app 1:41
Click a task to open it for editing.
Update task details as needed.
Use the available action to confirm or complete the task immediately.
Delete the task if it is no longer needed.
Click the assigned user to preview their profile, activities, and related information.
6. Open and review tasks in the mobile app 2:02
Sign in to the same user account on the mobile app.
Scroll to the task list to locate the task created on the web.
Tap the task to open a quick view.
Review the task status, due time, notes, and associated lead/contact.
7. Update task status and details on mobile 2:39
From the task view, edit the task directly in the mobile app.
Change the status as work progresses.
Update the priority if needed.
Remove the associated user if reassignment is required.
Add progress notes or completion comments.
Save changes to update the task record.
8. Mark the task complete on mobile 3:01
After work is finished, update the task status to Done.
Confirm the task reflects the completed status in the system.
Use this final step to keep task tracking accurate across web and mobile.
Cautionary Notes
Do not forget to assign the task to the correct user or team before creating it.
Ensure due dates and times are accurate to avoid overdue tasks.
Tasks outlined in red indicate overdue items and should be reviewed promptly.
If you edit or complete a task on mobile, make sure the changes save successfully before leaving the screen.
Only delete tasks when they are truly no longer needed, since deletion removes them from the workflow.
Tips for Efficiency
Use filters by priority, association, and due date to quickly find the most important tasks.
Add clear notes when creating tasks so the assignee knows exactly what to do.
Keep task statuses updated as work progresses to maintain an accurate pipeline.
Use the mobile app for quick status changes and note updates while away from the desktop.
Review overdue tasks regularly to prevent missed follow-ups.