How to add a new task to your plan

To add a task in ARPEDIO, simply click “Create task” next to the action you want to add.

However, you can also create your own tasks. 

All the tasks you create are added to "My tasks" directly in your Salesforce dashboard. 

Below is an example of an assessment and action plan.

 

The power of the Action plan

The power and value of ARPEDIO happens when you hit "Save" after finishing the last question in an element. A plan with tasks is created, and this is the power and value of ARPEDIO right in your palm!

Based on your answers, ARPEDIO will display a number of areas that contain a series of associated tasks that reflect best practices and winning techniques to move an object forward to a successful close.

The rules, which trigger certain tasks, can be fully customized by your Salesforce admin. However, this is the default rule:

  • Questions answered “Not started” result in relevant tasks for closing information gaps and building support.

 

Now you're ready to create a new task. 

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