Through the system, task-type activities can also be created for organizing work. Tasks differ from other activities in that they can be assigned start and end times, and their completion can be monitored.
Tasks Page
To view the tasks created in the system or to create new ones, navigate to:
→ "CRM"
→ "Work"
→ "Tasks"
The Tasks page compiles a list of all activities added to the system that are classified as "tasks." From this page, you can see the person responsible for the task, the participants, the clients involved, and the relevant dates for the task.
- Tasks can be searched or filtered using the search fields at the top.
- The column data can be sorted in ascending/descending order by clicking the column header.
Changing Task Status
The "Start task" button in the "Actions" column allows you to change the task status (opens task editing).
When a work task has been started, it can be moved to the "in progress" status.
When a task is completed, it can be moved to the "completed" status.
- If a task is in the "not started" status, the deadline is displayed in the listing.
- If a task is "in progress," the start time and deadline are displayed.
- If a task is "completed," the start time and completion time are displayed.
Adding a New Task to the System
Tasks page accumulates content from tasks added through various areas such as:
1. Adding a task from the tasks page
You can create a new task by navigating to:
→ "CRM"
→ "Work"
→ "Tasks"
And selecting "Add Task" from the top of the page.
This opens a task card where you can enter the details of the task.
Adding a Task from the Quick Add Button
Tasks can be added using the quick add button found in the system's administration panel.
Navigate to the top menu and select the
+ -symbol.
This opens the task card for editing.
The information entered on the task card includes
1. Adding basic information, title, and description for the task.
2. Adding any customer who participates in or is associated with the task, as well as a contact person from the client company.
3. In the "Assigned Person" field, you can attach a person who is responsible for the task.
Note! This person must be added to the system's company.
4. In the "Status" section, you can define the progress status of the activity:
"Not started", "in progress", or "completed".
5. The task can be assigned a start and end date.
However, the task does not automatically move to "in progress" after the start time or to "completed" after the end time; these changes must be made manually.
6. The task can be assigned to a calendar where it will appear. For example, the sales team's own calendar.
7. The task can be prioritized based on importance (high to low).
8. The task can be designated as billable, if applicable.
9. In the "Reminders" section, you can add a reminder to the owner via email, for example, one hour before this task.
The email reminder is sent only to the task's assigned owner, not to all participants.
10. Once the task details have been filled out, select "Save".
