LEARN ABOUT TASKS

The Tasks section in My Oracle is your virtual to-do list, organised, trackable, and connected to the heart of your business.

It helps you (and your team) stay focused on what actually moves the needle, without overwhelm or sticky notes everywhere.

Key Features Of Tasks

Create & Assign Tasks

Due Dates & Reminders

Linked to Contacts

  • Quickly create tasks and assign them to yourself or team members.

  • Useful for: keeping your VA, OBM, or sales team on track with daily priorities.

  • Set deadlines and get reminders so nothing slips through the cracks.

  • Useful for: following up with leads, prepping for client calls, or sending time-sensitive links.

  • Tasks can be linked directly to contacts or opportunities.

  • Useful for: remembering to follow up after a discovery call, check in on a client, or resend a proposal.

Opportunities

Appointments

Revenue Tracking

  • Snapshot of open, won, and lost opportunities.

  • Useful for: identifying leads that need follow-up, re-targeting and tracking your sales flow.

  • View booked, attended, canceled, or no-showed appointments

  • Useful for: managing your calendar and increasing show-up rates for calls and sessions.

  • Monitor revenue generated through your pipelines and automations.

  • Useful for: coaches and service based businesses selling courses, 1:1 coaching, or premium offers.

Why Coaches and Service Based Businesses Should Use the Dashboard

  • Quick View of Business Health - See exactly how many leads are coming in, where they are in your funnel, and what needs your attention.

  • Make Data-Driven Decisions - Know which campaigns, content, or offers are actually converting.

  • Optimise the Client Experience - Track where potential clients fall off and improve the journey.

  • Stay in Your Genius Zone - Let My Oracle track the backend while you focus on serving and scaling.

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