The information in this article is intended for Admin and TC users within Sisu.
This series of videos covers managing Tasks in Sisu, including how to create and edit Tasks and Task Lists. We also explain how to create and manually send emails using Notification Templates, as well as set up automated emails through Task Notifications. Additionally, we discuss using Sisu forms for internal purposes to reduce duplicate data entry and how to send forms via email links.
Topics covered:
How To Edit Tasks & Task Lists
In this video we explain how to edit existing Tasks and Task Lists. Some items that can be edited include the Task type, assignee, name, due date and what lead type the Task applies to.
How To Build New Task & Task Lists
In this video we explain how to create new Task Lists and Tasks. We'll cover how to set Task List triggers, assign Tasks, set due dates, link Tasks to Task Lists and more.
How To Create Emails And Send Them Manually
In this video we cover how to create and send emails using Notification Templates. We also cover how to utilize merge fields, share forms and select your recipients.
How To Create Automated Emails
In this video we cover how to create automated emails using Task Notifications. You can select specific recipients, custom templates and choose when the email will send.
Replace Your Current Forms With Sisu Forms
In this video we explain how to use Sisu forms for internal purposes, eliminating duplicate data entry. Instead of using external forms like Google or Jot Forms, agents can fill out forms directly in Sisu. You can also send a form by linking it directly in an email.
Additional Resources
📙 Related Knowledge Base articles:
💬 If you have any questions feel free to chat with us via the chat bubble in the bottom, right corner of Sisu.