This article explains how to use WEDO to forward tasks that arrive through incoming calls at the reception desk. Distributing tasks from reception via WEDO has the following advantages:

• Written record of the different requests
• Delegation to the right people
• Process without any handwritten notes or post-it notes
• Comments in case of questions

Enter a phone request as a task

You can enter a customer’s request as a task that will appear in your list of tasks to perform:

Delegate the task to the right person

According to the task, you can assign it directly to the right person:

Comments in case of questions

If your colleague has a question, he can simply write it in the comments section:

You will be notified, and you will be able to answer directly:

Traceability of discussions concerning a task

All questions and answers linked to a task leave a written record in the comments section:

Validated tasks are automatically archived to keep historical records.

Conclusion

Thanks to WEDO, the person who picks up the phone at the reception desk can send the information to the right people, in a quick and simple manner. All this without having to move or write post-it notes. Communication between employees is also improved with the possibility of commenting on tasks.