The Tasks module is designed for organizing activities that require attention from company employees. While its fundamental purpose may seem simple and straightforward, the module itself is robust and rich in functionality. Its utility is enhanced as it synergizes with other modules, concealing numerous valuable features. This versatile tool allows users to store tasks, assign them to employees, designate the relevant customer, send reminders via email or SMS, display tasks on calendars or planners, issue notifications, and store associated files.
In the menu, positioned directly under the dashboard, you can observe observe red and green circles with numbers within the same bar. These represent the counts of pending and over due tasks for the current CRM user.
General widget is the core of a task. It contains general data needed to create a task.
Upon saving task, two additional widgets show up. Task is related to and reminder widget.
Additional widgets can be added to the task layout in the layout builder, which can be accessed through the administration.
For a comprehensive overview of tasks, access the calendar or planner. In the calendar, create a custom view by clicking "Create," selecting to display tasks, and defining the parameters. Accurately filter the view using various filters. After completing the setup, click "Add Calendar" and ensure it is activated in the list of calendars.
Tasks can also be observed in the planning module, located in the organization section of the menu. This module allows for the observation and addition of tasks, with a focus on date and assigned users. It proves particularly useful when assigning tasks, providing the ability to check user availability.
To add a new task, select "Add Task".
Designate the employee responsible for the task. Assigning an employee triggers a notification to inform them of their responsibility.
For tasks assigned to multiple employees, use the "Attached Users" widget and click the "Add User" button.
"Task is Related To" widget is where connections to other documents and customers can be established. Customers added here can also receive notifications and reminders regarding the task.
Reminders are for facilitating the automation and scheduling of notifications through various channels.
To add a reminder, click "Add," select the notification to be sent, fill in the title, define the recipient, and choose the reminder type. For more intricate sending options, set the reminder to "Complex" and configure the necessary parameters.
Note that the recipient can also be a customer, added in a separate widget.
After completion, click "Save" to add the reminder.
Creating a reminder requires the use of a notification template. To get started, navigate to the administration section and access the Notification Template Builder to craft a personalized template.
When user completes the task, he can open it on the list of tasks and mark it as complete.
