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How to create a task in Apollo.ai

Joseph Lee
Nithil Shanmugam
January 31, 2024

How to create a task in Apollo.ai

Overview:

Streamline your task management in Apollo.ai with this comprehensive guide on creating tasks. Elevate your productivity by efficiently organizing and categorizing your assignments. Enhance user experience with clear navigation through relevant task details, ensuring seamless identification and execution. This step-by-step guide empowers you to optimize task creation in Apollo.ai, promoting efficiency and clarity in your project management within the platform.

1. Navigate to the home page.

1 Click on "Home"

2. Find and click on the Tasks area.

2 Click on "Tasks"

3. Select the option for a New Task.

3 Click on "New Task"

4. Choose how you'd like to link your task.

4 Click on "Contact"

5. Identify the contact/account for this task.

5 Click on "Google"

6. Input your task details in the blank field.

6 Click here

7. Specify your chosen Task mode.

7 Click on "Call"

8. Customize your task settings as desired.

8 Click on "7:45pm"

9. Complete the process by creating your task.

9 Click on "Create task"

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A core issue we identified was that the team was often spending a lot of time creating custom demos, guides, or walkthroughs for unqualified prospects.

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Ultimately, this led to a lot of wasted time, a huge amount of burden and effort for already busy staff, and a diffusion of focus on targeting the right prospects.

Casey O'Brien
Solutions Consulting Director

Prior to Supademo, we were spending countless hours putting together demos and videos across discovery, qualification, training, or simply answering common questions. Creating these could take upwards of 8-10 hours, which is both painful for us, but also less engaging for prospects.

Andreas Moekesch
Solutions Consulting, Processmaker

One of my pain points was how time-consuming it was to create product demos for both demonstrations and trade shows manually. The ability to create a Supademo in minutes and the ability to showcase these at conferences has saved us an incredible amount of time!

Kirill Stolbushkin
Solutions Consulting, Processmaker