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Upravljanje zadacima

Brevo CRM Tasks API vam omogućava da kreirate prodajne aktivnosti, naknadne kontakte i podsetnike i upravljate njima kako bi vaš tim ostao organizovan u okviru platforme Tajo.

Pregled

Upravljanje zadacima je ključno za:

  • Naknadne kontakte u prodaji uz automatske podsetnike i rokove
  • Koordinaciju tima dodeljivanjem aktivnosti određenim članovima tima
  • Napredovanje prilika povezivanjem zadataka sa prilikama i kompanijama
  • Praćenje aktivnosti praćenjem produktivnosti tima i stope završenih zadataka
  • Angažovanje kupaca zakazivanjem kontakata i provera u okviru lojalti programa

Brzi početak

Kreiranje zadatka 

POST https://api.brevo.com/v3/crm/tasks
Content-Type: application/json
api-key: YOUR_API_KEY


{
  "name": "Follow up on Enterprise Loyalty proposal",
  "taskType": "call",
  "date": "2026-02-15T10:00:00Z",
  "duration": 1800,
  "notes": "Discuss volume discount tier and loyalty point allocation",
  "assignTo": "[email protected]",
  "companiesIds": ["comp_123456789"],
  "dealsIds": ["deal_abc123def456"],
  "contactsIds": [12345],
  "done": false,
  "reminder": {
    "value": 15,
    "unit": "minutes"
  }
}

Odgovor 

{
  "id": "task_xyz789",
  "name": "Follow up on Enterprise Loyalty proposal",
  "taskType": "call",
  "date": "2026-02-15T10:00:00Z",
  "done": false,
  "created_at": "2026-01-25T14:30:00Z"
}

Preuzimanje zadataka

Prikaz svih zadataka 

GET https://api.brevo.com/v3/crm/tasks?limit=50&offset=0&sort=desc
Content-Type: application/json
api-key: YOUR_API_KEY

Odgovor 

{
  "items": [
    {
      "id": "task_xyz789",
      "name": "Follow up on Enterprise Loyalty proposal",
      "taskType": "call",
      "date": "2026-02-15T10:00:00Z",
      "duration": 1800,
      "assignTo": "[email protected]",
      "done": false,
      "companiesIds": ["comp_123456789"],
      "dealsIds": ["deal_abc123def456"],
      "created_at": "2026-01-25T14:30:00Z"
    }
  ],
  "total": 1
}

Filtriranje zadataka 

GET https://api.brevo.com/v3/crm/tasks?filters[done]=false&filters[taskType]=call&sort=date:asc

Preuzimanje pojedinačnog zadatka 

GET https://api.brevo.com/v3/crm/tasks/{task_id}
Content-Type: application/json
api-key: YOUR_API_KEY

Tipovi zadataka

CRM podržava nekoliko tipova zadataka za različite prodajne aktivnosti:

TipOpisPrimena
callTelefonski pozivNaknadni pozivi, demo prikazi, provere
emailKontakt imejlomPonude, obaveštenja, bilteni
meetingSastanak uživo ili onlajnDemo prikazi, pregovori, pregledi
todoOpšti zadatakInterni rad, istraživanje, priprema
deadlineZadatak vezan za rokObnove ugovora, prekretnice

Automatsko kreiranje zadataka

Automatizacija zadataka na osnovu prilika

Kreirajte zadatke automatski kada prilike napreduju kroz faze:

class TaskAutomation {
  constructor() {
    this.tasksApi = new TasksApi();
  }


  async createDealFollowUp(deal, stageChange) {
    const taskTemplates = {
      'Lead': {
        name: `Qualify lead: ${deal.name}`,
        taskType: 'call',
        daysFromNow: 1,
        duration: 900
      },
      'Qualified': {
        name: `Schedule demo: ${deal.name}`,
        taskType: 'meeting',
        daysFromNow: 3,
        duration: 3600
      },
      'Demo': {
        name: `Send proposal: ${deal.name}`,
        taskType: 'email',
        daysFromNow: 1,
        duration: 1800
      },
      'Proposal': {
        name: `Follow up on proposal: ${deal.name}`,
        taskType: 'call',
        daysFromNow: 5,
        duration: 900
      },
      'Negotiation': {
        name: `Finalize contract: ${deal.name}`,
        taskType: 'deadline',
        daysFromNow: 7,
        duration: 3600
      },
      'Closed Won': {
        name: `Onboard customer: ${deal.name}`,
        taskType: 'meeting',
        daysFromNow: 2,
        duration: 3600
      }
    };


    const template = taskTemplates[stageChange.newStage];
    if (!template) return null;


    const taskDate = new Date();
    taskDate.setDate(taskDate.getDate() + template.daysFromNow);


    return await this.tasksApi.createTask({
      name: template.name,
      taskType: template.taskType,
      date: taskDate.toISOString(),
      duration: template.duration,
      assignTo: deal.attributes.deal_owner,
      dealsIds: [deal.id],
      companiesIds: deal.attributes.company_id ? [deal.attributes.company_id] : [],
      contactsIds: deal.attributes.contact_id ? [deal.attributes.contact_id] : [],
      done: false,
      reminder: { value: 30, unit: 'minutes' }
    });
  }


  async createLoyaltyCheckIn(company) {
    return await this.tasksApi.createTask({
      name: `Loyalty program check-in: ${company.name}`,
      taskType: 'call',
      date: new Date(Date.now() + 30 * 24 * 60 * 60 * 1000).toISOString(),
      duration: 1800,
      assignTo: company.attributes.account_manager,
      companiesIds: [company.id],
      notes: `Review tier status: ${company.attributes.loyalty_tier}\nAnnual spend: $${company.attributes.annual_spend}`,
      done: false,
      reminder: { value: 1, unit: 'days' }
    });
  }
}

Grupne operacije nad zadacima 

class BulkTaskManager {
  async createRenewalTasks(daysBeforeExpiry = 90) {
    const renewalDate = new Date();
    renewalDate.setDate(renewalDate.getDate() + daysBeforeExpiry);


    const companies = await this.companiesApi.getCompanies({
      filters: {
        'attributes.renewal_date': `<${renewalDate.toISOString()}`
      }
    });


    const tasks = [];
    for (const company of companies.items) {
      const task = await this.tasksApi.createTask({
        name: `Contract renewal: ${company.name}`,
        taskType: 'deadline',
        date: company.attributes.renewal_date,
        assignTo: company.attributes.account_manager,
        companiesIds: [company.id],
        notes: `Contract value: $${company.attributes.contract_value}\nCurrent tier: ${company.attributes.loyalty_tier}`,
        done: false,
        reminder: { value: 7, unit: 'days' }
      });
      tasks.push(task);
    }


    return tasks;
  }
}

Pregled API metoda 

// Create a new task
const task = await tasksApi.createTask({
  name: 'Follow up call',
  taskType: 'call',
  date: '2026-02-15T10:00:00Z',
  assignTo: '[email protected]',
  done: false
});


// Get task by ID
const task = await tasksApi.getTask('task_xyz789');


// Update task
await tasksApi.updateTask('task_xyz789', {
  done: true,
  notes: 'Customer agreed to upgrade tier'
});


// Delete task
await tasksApi.deleteTask('task_xyz789');


// List tasks with filtering
const tasks = await tasksApi.getTasks({
  filters: {
    done: false,
    taskType: 'call',
    assignTo: '[email protected]'
  },
  sort: 'date:asc',
  limit: 50
});

Najbolje prakse

  1. Automatizujte kreiranje zadataka: povežite zadatke sa promenama faze prilike radi doslednog praćenja
  2. Postavite podsetnike: uvek konfigurišite podsetnike za zadatke vezane za rok
  3. Povežite zapise: povežite zadatke sa prilikama, kompanijama i kontaktima radi konteksta
  4. Pratite završetak: pratite stope završenih zadataka radi uvida u učinak tima
  5. Koristite tipove zadataka: pravilno kategorišite zadatke radi tačnog izveštavanja o aktivnostima

Obrada grešaka 

try {
  const task = await tasksApi.createTask(taskData);
  console.log('Task created:', task.id);
} catch (error) {
  if (error.status === 400) {
    console.error('Invalid task data:', error.message);
  } else if (error.status === 404) {
    console.error('Associated deal or contact not found');
  } else {
    console.error('Unexpected error:', error);
  }
}

Sledeći koraci

Zatražite rani pristup

Unesite ime i imejl adresu ili broj telefona. Poslaćemo vam detalje o pristupu platformi Tajo.

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