Tasks

The Tasks Module helps you organize and track all your to-dos within the CRM.
Tasks can be associated with Contacts, Companies, Leads, or Deals, ensuring you never miss a follow-up.

---

Key Features

• Task Creation
  Create tasks with a title, description, due date, priority, and status.

• Prioritization
  Mark tasks as Low, Medium, or High to focus on what matters most.

• Due Dates
  Set deadlines and get reminders when tasks are overdue.

• Statuses
  Track tasks with customizable statuses like Todo, In Progress, Done.

• Assignments
  Assign tasks to yourself or team members for better collaboration.

• Task Views

  • All Tasks – See every task in the system.
  • By Status – Filter tasks by their current progress.
  • Assigned to Me – View only tasks assigned to you.

• Search and Filters
  Quickly find tasks by title, status, assignee, or due date.

---

Workflow

1. Create a Task

   • Click the + Create button.
   • Enter task details (title, body, priority, due date).
   • Assign the task to a user.
   • Select a status (e.g., Todo, In Progress).

2. Track Progress

   • Update the status as work moves forward.
   • Use filters to view tasks by status or assignee.

3. Complete a Task

   • Mark tasks as Done once completed.
   • Completed tasks remain logged for future reference.

---

Example Use Cases

• Sales Follow-Up: Create a task to call a lead after a demo.
• Recruitment: Schedule reminders for interview follow-ups.
• Customer Success: Assign tasks to team members to resolve client issues.

---

Best Practices

• Always set due dates to stay on top of deadlines.
• Assign tasks to specific team members for accountability.
• Use priority levels to focus on the most important work.
• Regularly check Assigned to Me to manage your workload.

---

Related Modules

• Contacts – Link tasks to people.
• Companies – Associate tasks with organizations.
• Leads – Track lead follow-up tasks.
• Deals – Manage deal-related activities.

---