How to create a task with ForceManager Cognitive?

This feature is only available for the following plans:
Click here for more information on our plans.

From ForceManager Cognitive you can create a task in a simple and fast way.

How to use this functionality

To create a note you will have to access ForceManager Cognitive and interact with Dana (our voice assistant).

  • You can directly ask ForceManager Cognitive to create a task
  • Or use expressions such as: "I want to create a task", "Task for tomorrow at 12 o'clock" or "Create a task at the account..."

To create a task you will have to follow the following steps:

  1. Interact with Dana to create a task
  2. Indicate the date and time of the task
  3. Indicate the title of the task
  4. You will have the option to link the task with an account that is in the ForceManager database.
  5. View the details of the task. You can accept or modify the task.





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