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Tasks

CRM Tasks​

The Tasks module in the CRM allows users to create, manage, and track tasks efficiently. Each task can be associated with a Lead, Contact, Customer, or Company, ensuring all activities are properly organized and linked to the relevant entity.

Managing Tasks​

  1. Click on the Tasks menu in the CRM to view the list of all existing tasks.
CRM - Tasks

  1. To add a new task, click the “+” icon located at the top-right corner of the page.

  2. This will open a form where you can enter the task details.

CRM - Add Task

  1. Fill in all the required fields and click Save to create the task.

  2. Upon successful saving, a success message will be displayed on the listing page.

  3. If there is any issue while saving the form, an error message will appear.

  4. Click the Stack icon to group the task list based on the selected criteria (e.g., status, owner, priority).

  5. Click the Settings icon to customize your view by showing or hiding specific columns or groups.

  6. Use the “+” and “–” icons to expand or collapse grouped task lists for easier navigation.

  7. Tasks can only be associated with a Lead, Contact, Customer, or Company.

  8. Clicking the Eye icon in the task list will open the related Lead, Contact, Customer, or Company profile page.

CRM - Task view

  1. If a task is not associated with any main module, the Eye icon will open the editable task view directly.

  2. Clicking on the task name will open the detailed view screen of the selected task, displaying complete information and activity history.

CRM - Task details