Working with the Task Manager in Sierra CRM

 

Why This Feature Matters

 

 

The Task Manager centralizes lead follow-up and team accountability by allowing you to:

 

• View and complete assigned tasks by type

• Filter between manual and automated tasks

• Toggle between individual and team-wide task views

• Work efficiently with summary and detailed insights

• Send messages, make calls, and mark tasks complete directly from the Task Manager

 

 

 

Step-by-Step Instructions

 

 

 

1. Access the Task Manager

 

 

• Click the Tasks button in the top navigation of the Sierra admin area

• Use the dropdown to view task types or click Go to Task Manager for the full interface

 

 

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2. Understand the Tabs & Task Types

 

 

• Tabs include: Emails, Texts, Calls, On-Site Messages, and Other

• The Other category contains general tasks like appointments or reminders without an action type

 

 

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3. Toggle Between Manager View and Agent View

 

 

• Manager View: See all tasks across the account

• Agent View: See only your own tasks

• Agent-level and Lender-level users only see tasks assigned to them

 

 

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4. Filter Manual vs. Action Plan Tasks

 

 

• Use the All Tasks dropdown to filter:

   

  • All Tasks (Default)

  • Manually Added Only

  • Added Via Action Plan Only

   

 

 

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5. Choose Summary or Detailed View

 

 

• Summary View:

   

  • Lead name, contact status, task type, and due date

   

• Detailed View adds:

   

  • Site activity (visits, properties viewed, avg. price)

  • Interaction history (calls, emails, texts)

  • Short summary and task source (manual vs. action plan)

   

 

 

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6. Filter by Timeframe or User

 

 

• View tasks that are:

   

  • Due Today & Past Due (default)

  • Due in Future

  • Completed

   

• Managers can restrict Agent/Lender access to future and completed tasks in Global Site Settings

• Managers can also filter tasks by assigned user to track performance

 

 

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7. Completing Tasks & Taking Action

 

 

• Email Tasks:

   

  • Click Send Email to open editor

  • Template pre-fills if assigned via action plan

  • View prior conversations

   

• Text Tasks:

   

  • Click Send Text to message the lead

   

• Call Tasks:

   

  • Call directly via Sierra Dialer or add to your Call List

   

• Other Tasks:

   

  • Click Actions > Mark Complete (no auto-action available)

   

 

 

✅ When an action is taken, the task is marked as complete and a success message will briefly appear.

 

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Best Practices

 

 

• Use the Detailed View for deeper lead insights

• Regularly check Past Due and Future Tasks to stay ahead

• Managers: Monitor task completion by user to coach and support your team

• Encourage use of task types like “Other” for showings, closings, or non-digital follow-up

 

 

 

Troubleshooting Common Issues

 

 

Issue: Agents can view future/completed tasks but shouldn’t

Fix: Update Global Site Settings to restrict this permission

 

Issue: Can’t take action on “Other” tasks

Fix: These must be manually marked complete using the Actions dropdown

 

 

FAQs

 

 

Can I reassign a task from the Task Manager?

Tasks cannot be reassigned from the Task Manager directly—edit the task from the lead’s detail page.

 

Why are some tasks missing action buttons?

Only Email, Text, Call, and On-Site tasks include action buttons. Tasks of type “Other” require manual completion.

 

Will completed tasks be removed?

Yes, once marked complete, tasks disappear from the active view but can be filtered under “Completed”.