Honeybee allows you to add and manage your own To-dolist on the same device and program you use every single day whilst working with your customers.
Your manager or team leader can also add tasks, reminders and even schedule customer visits to your To-dolist, allowing you to follow real time updates and cut time spent on checking e-mails and phone calls to and from the office.
In the above image, the number indicated in the circle, refers to the nr. of To-Do's that you have left to complete. In this example, there are 21.
To Add a task, simply push on the "+".
You will then be directed to the Add task page, where you can add specific information about the task.
•Customer –You can add the task under the customer profile if the task is related to a specific customer only. If it is a general task, you may leave the Customer field blank.
•Capture any comments relating to the task in the Comment field.
•Select the Due date from a calendar using the drop down arrow.
•Set a Reminder for the task if applicable by selecting the option using the drop down arrow.
Once you have completed all the information for the task, select ADD TASK to load it to your To-do list.
When you select the To-do icon, it will open your To-do list in a calendar format.
Please note the red selection below, this is a filter for viewing either the selected rep's tasks or all the rep's tasks for any given customer.
Example of what it looks like:
Any pending tasks will be marked on the date that the action is due, and listed underneath the calendar to show the task details.
The task will stay on your calendar until it has been ticked as complete.
The only way to remove a scheduled visit is to log a customer visit when you are on site.
After pushing on a selected date, the outstanding tasks and visits will show for that day.
Example of what a completed task looks like:
And adding / editing a task: