In the catering industry, managing tasks efficiently is critical to keeping operations smooth and customers satisfied. CaterZen's Task List feature provides a centralized hub for organizing, tracking, and completing tasks with ease. This step-by-step guide will walk you through how to maximize this feature for your catering business.

  

Creating a New Task

  • Click New Task – Initiate a new task entry.

  • Enter a Subject – Choose from predefined subjects or create a custom one for better tracking.

  • Assign Task Details:

    • Task Type – Specify whether it’s a call, email, or to-do item.

    • Due Date & Time – Set a deadline for task completion.

    • Assign to Team Member – Select the appropriate staff member.

    • Additional Notes – Provide context for the assigned task.


Accessing the Task Management Feature

  • Navigate to the CRM Dashboard – Log in to CaterZen and click on the CRM tab in the main navigation.

  • Open the Task List – Select Task List from the CRM menu to view all tasks.


Managing and Organizing Tasks

  • Apply Filters – Sort tasks by type, due date, assigned team member, or status.

  • Bulk Editing – Modify multiple tasks at once, such as reassigning them or changing due dates.

  • Automated Follow-Up Prompts – Set reminders for upcoming or overdue tasks.


Tracking Task Progress

  • Task Completion & Follow-Up Notes: Click on link for more information.

  • Task Status Updates – Update tasks to mark them as Completed or In Progress. 

  • Quick View of Notes – Click on a task to view detailed notes and history.

  • Rebooking & Quote Follow-Ups – Schedule automated reminders for rebooking customers or following up on catering quotes.

Exporting and Reporting

  • Customize Task List View – Adjust the columns to display relevant task details.

  • Export Task Data – Download task lists in Excel for further analysis or reporting.


Why This Matters for Caterers

Keeping track of tasks in a catering business ensures smooth event planning, effective communication, and timely follow-ups. CaterZen’s Task List feature simplifies task management so you and your team can stay on top of every customer interaction, order, and event detail.

Start utilizing the Task List today and optimize your workflow with CaterZen CRM.