The Jetpack CRM Task Scheduler

Jetpack CRM is a great tool for managing your customers. The Task Scheduler gives you the ability to follow up with customers, or set yourself reminders to do so.

Jetpack CRM Task Manager

Enter the Jetpack CRM Task Scheduler. This feature was added to the Core plugin as of version 2.10.6+ (21st July 2017). It adds a top level menu to your Jetpack CRM install:

This will allow you to add ‘Tasks’ to your CRM:

What are ‘Tasks’?

This is what you add to the Task Scheduler view. There are many terms for this which also fit (for example, appointment, meeting, actual event, etc). ‘Task’ can mean any or all of the above.

You can ‘Add New’ events and these will show up on the Task Scheduler.

Adding a Task

Adding a Task is straightforward. Once you click “Add New” you’re taken to the following screen

This is where you complete the information needed to populate the task.

Task Name

This is the name of your Task, it is what will show up on the Calendar View.

Task Time

This is where you select the start and end date, and time(s) of the event. This is important as it determines where it shows up on the Task Scheduler. It’s also useful if you want to set a “due date” for your tasks.

Tip: If you want a full day task, set it the start time to 00:00 and the end time to 00:00 the following day.

Assign to a CRM Member

You can assign the Task to a CRM member. This member is generally part of your business team. This will trigger a notification, via email, that their task is about to start (24 hours before it’s due).

Assign to CRM Contact

If you want to flag that this event is related to a contact, you can assign the event to a contact. The contact will not be notified.

This is useful if you want to set reminders to follow up with a particular contact at a certain time.

Notification Options

The Task Scheduler functionality allows you to set whether you want an email notification to be issued to the CRM member before the event is about to start:

Reminders are only sent if the event has not been marked as Completed. If the Event is completed it moves off the Main Calendar onto the ‘Completed Tasks’ calendar view.

Updated on December 21, 2022

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