Spinoco automatically creates a task for missed calls, so you always know who’s following up. If a task is assigned to you, it’s resolved as soon as you return the call or when the customer calls back and gets an answer. This keeps everything organized and ensures no missed calls go unanswered.

Tip: If you’re new to tasks, check out the Get started with tasks on the desktop app guide to learn the basics.

Use this guide to learn how to manage call tasks.

1. Navigate to Communication.
   • If necessary, use the Search field to select desired filters.
2. Open the call task.
3. Review the task details. In the Information view, you see key details:
   • Task name
   • Assignee
   • Due Date
   • Customer
   • Skills
   • Description

4. To return the call, click the linked customer name or phone number to bring up the contact details.
5. Click the call icon to place the call.

6. Once they answer, the task is automatically marked as complete and closed.
   • After the call ends, you’ll see a task summary with key details and suggested next steps—like scheduling a follow-up or completing an action item.
7. Create a follow-up task (if needed).
   • If there’s a suggested action, click Follow up to create a new task.
   • If no suggested actions appear, but you still need to follow up, click the more options icon and then Create follow up, and proceed to create a task manually.