How to Start the Task Player in Zendesk Sell
How do I start the task player in Zendesk Sell?
To start the task player in Zendesk Sell, navigate to the Tasks page and click 'Play tasks'. This feature allows you to work through tasks sequentially, making task management more efficient.
First, access the Tasks page from the Sell sidebar. You can filter or search for specific tasks using the Search Tasks field or the Filter option. Once you've sorted your tasks, click 'Play tasks' to begin. The task player will start playing tasks in the order they are sorted, and you'll see the number of tasks ready to play on the active task tab. For more details, check out theoriginal link.
More related questions
What is the purpose of the task player in Zendesk Sell?
The task player in Zendesk Sell is designed to streamline task completion by providing all necessary context in one place. It shows the task details and the related lead, contact, or deal on a single page, allowing you to perform actions like…
How can I perform tasks using the task player?
Performing tasks with the task player involves using options like skip, reschedule, or mark as complete. When the task player is active, you'll see a progress bar and task information. You can skip a task, which moves it to the end of your queue,…
How do I close the task player in Zendesk Sell?
Closing the task player in Zendesk Sell is simple and can be done at any time. To close it, click the Close task player icon (X) in the top right corner of the page. In the dialog that appears, confirm by clicking 'Close task player'. Any tasks…
What happens if I skip a task in the task player?
Skipping a task in the task player moves it to the end of your task queue, allowing you to manage it later. The task player will replay the skipped task only after all other tasks have been managed. If multiple tasks are skipped, you can continue…
Can I bulk select tasks to play in the task player?
Yes, you can bulk select tasks to play in the task player, making task management more efficient. The bulk selection counter next to each tab shows the number of tasks ready to play if you're manually selecting them. This feature allows you to…
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