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My tasks

Your calls back and follow-ups, due on your own clock, with a reminder on your phone before each one.

My tasks lists your own tasks: the calls back you promised and the follow-ups you set yourself or a workflow set for you. Each one is due at a time on your own clock, in your own time zone, and PYLO reminds you on your phone before it.

Who can open it

Every signed-in team member, for their own tasks. Owners and admins can see anyone's tasks through the lead page and through agents.

Where tasks come from

By hand: New task here, or on a lead's Timeline tab.
From a callback: when you record that you promised to call a lead back at a time, or log a dial as "call back" with a time, PYLO makes a Call back task for you, due then.
From a workflow: a messaging workflow can have a Create task step, for the lead's setter, closer or SDR or a named person, due after some minutes or at a time on their clock.

The tabs

Open: everything still to do, soonest first.
Overdue: past its time and not done.
Today: still to come today, on your clock.
Coming up: tomorrow and later.
Done: what you ticked off, newest first.

Tick a task to mark it done; untick it to open it again. A done task shows on the lead's timeline.

Reminders

A reminder goes to your phone (when you have turned on notifications in the rep app) at the time you chose: at the time, 5 or 15 minutes before, or an hour before. A reminder says only the time, never the lead's name, because a lock screen is not private. You can also ask for the reminder by text when your workspace sends texts; that text is paid from credits.

I am away

I am away tells lead routing to pass you over for new leads until you say I am back.

My Board shows how many of your tasks are overdue and due today, with the next one.