See this page for instructions on enabling the Display Tasks feature.
When you enable “Display Tasks” in turboDial the following features become available:
- A “Tasks” tab is added is the lower-left quadrant of the turboDial panel, next to the “Call Outcomes” tab. This new tab will display the incomplete Tasks that are currently due and past-due for the Contact that turboDial is currently focused on.
- The Tasks tab includes the capability to select one or more Tasks in the list and mark them as “Complete” in Infusionsoft.
- Three items are added to the Saved Search selector for List Dialing: one for “My Tasks Due”, one for “Filter My Tasks” and one for “All Tasks Due”. See this page for more information on List Dialing with Tasks.