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My tasks
TASK MANAGEMENT MADE EASIER AND MORE ACCESSIBLE.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Working with tasks is all about creating a
good habit, that is easy to keep.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
But it’s hard to add and handle tasks when
you always have to flip between windows.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Especially when you have to go through
many steps for every task.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
LET US PRESENT:
Your task card
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Manage tasks on any website. Brisk will
be one click away and make it easy to
create a good habit.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Here’s an overview of
your overdue and
planned tasks
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Unfold this sections and
see what should be
done today
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
If needed, create a followup
before you tick of the task
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Or unfold these to take
a sneak peak into your
future tasks
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
You’re also able to create new
tasks straight from Brisk.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Click here
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Choose if you want to
connect the task to an
opportunity or an account
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Pick a lead or contact
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
What is it about?
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Set a due date
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add a description if
you need one
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Add a status if you
want to, and save!
To get the most out of your task
card, you need to go to “Options”.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
Ignore tasks that are too
old, choose how many days
back in time you want to
look into.
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
If you’re logging
emails, you might
want to filter out
unresolved emails
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
After how many days do
you usually followup on
your clients?
WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
It should be easy and fast to tick off tasks!
FOR SALESFORCE.COM
FOLLOW US ON SOCIAL MEDIA
OR VISIT OUR WEBSITE BRISK.IO

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Work with tasks in Brisk

  • 1. My tasks TASK MANAGEMENT MADE EASIER AND MORE ACCESSIBLE. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 2. Working with tasks is all about creating a good habit, that is easy to keep. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 3. But it’s hard to add and handle tasks when you always have to flip between windows. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 4. Especially when you have to go through many steps for every task. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 5. LET US PRESENT: Your task card WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 6. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Manage tasks on any website. Brisk will be one click away and make it easy to create a good habit.
  • 7. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Here’s an overview of your overdue and planned tasks
  • 8. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Unfold this sections and see what should be done today
  • 9. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 10. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS If needed, create a followup before you tick of the task
  • 11. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Or unfold these to take a sneak peak into your future tasks
  • 12. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS You’re also able to create new tasks straight from Brisk.
  • 13. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Click here
  • 14. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 15. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Choose if you want to connect the task to an opportunity or an account
  • 16. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Pick a lead or contact
  • 17. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS What is it about?
  • 18. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Set a due date
  • 19. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Add a description if you need one
  • 20. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Add a status if you want to, and save!
  • 21. To get the most out of your task card, you need to go to “Options”. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS
  • 22. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS Ignore tasks that are too old, choose how many days back in time you want to look into.
  • 23. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS If you’re logging emails, you might want to filter out unresolved emails
  • 24. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS After how many days do you usually followup on your clients?
  • 25. WELCOME • THE ISSUE • THE SOLUTION • OPTIONS It should be easy and fast to tick off tasks!
  • 26. FOR SALESFORCE.COM FOLLOW US ON SOCIAL MEDIA OR VISIT OUR WEBSITE BRISK.IO