Task Management Overview

Task Dashboard Tasks are vital for keeping your business organized by centralizing all necessary actions within a single location in your CRM. This section provides an array of tasks assigned to different team members and contacts, helping to ensure that every responsibility is managed effectively to boost productivity and efficiency.

Note: Access to certain features may be limited based on your user permissions.

Empty Task List When the "No Task to Show Yet" message appears, it indicates that there are currently no tasks in your task list. As you begin to add tasks, they will be listed here, offering a clear and organized view of your current duties and assignments.

Search Functionality The search bar allows you to quickly find any task in your list. This tool streamlines the process, making it easier to locate specific tasks and focus on getting things done efficiently.

Creating a New Task There are several ways to create new tasks within your CRM. A simple and convenient option is to click on the "Create Task" button, allowing you to efficiently add and manage your responsibilities.

Task Creation Elements When creating a new task, there are several key details to consider, including the task title, description, assignee, linked contact, and due date. Filling out these fields helps ensure that tasks are well-organized and completed on time.

1. Task Title Choose a clear and descriptive title for your task to easily identify it later.

2. Task Description Providing a detailed description can help ensure that your team members understand the task fully, though it's optional.

3. Task Assignee Assigning tasks to specific team members can greatly improve workflow efficiency.

4. Task Contact Every task should be linked to a relevant contact to keep your CRM well-organized.

5. Task Due Date Setting a due date helps prioritize the task and ensures it's completed on time.

6. Save or Cancel Task After filling out the details, you can either save the task to your list or cancel it if no longer needed.

Task Table Overview The task table displays all tasks within your CRM, including important details like the task name, description, associated contact, assigned team member, due date, and status, helping you manage tasks more effectively.

• Name & Description This column shows the task's name and description. Clicking on a task will take you to more detailed information in the contacts section.

• Contact This column lists the contact associated with each task, making it easy to reference and manage tasks in relation to the contact.

• Assignee This column displays the team member assigned to each task, providing an overview of task distribution.

• Due Date This column shows the due date for each task, helping you keep track of deadlines.

• Status This column displays the current status of each task. Mark a task as complete by clicking the checkmark icon.

Task Management Options By clicking the three dots on the right side of any task, you can access additional task management options:

1. Mark as complete

2. Edit task

3. Delete task

Filtering Tasks Filters allow you to quickly find tasks based on specific criteria such as contact, assignee, task status, and due date. This helps in prioritizing and organizing your tasks efficiently.

• By Contact Filter tasks by specific contacts to focus on those linked to particular individuals.

• By Assignee Filter tasks by assignee to manage and focus on tasks assigned to specific team members.

• By Unassigned View a list of unassigned tasks to allocate them to the appropriate team members.

• By Status Filter tasks based on their current status, such as pending or completed, to manage task progress.

• By Date Sort tasks by creation or due date to better prioritize your workload.

Refreshing Data Click the refresh button to update your task list with the most current data, ensuring that you have the latest information available.

Select All Tasks To select all tasks at once, use the checkbox at the top-left corner of the task table. This allows you to efficiently perform bulk actions on multiple tasks simultaneously.

Bulk Actions By selecting multiple tasks, you can execute bulk actions, allowing for efficient task management without handling each task individually.