# Tasks

The **Tasks** tab helps you manage your follow-up actions with leads by tracking all pending and completed tasks. Tasks are organized to give you a clear overview of what needs attention and what has been completed, ensuring nothing falls through the cracks.

### <mark style="color:red;">1. View Tasks</mark>

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th></th><th></th></tr></thead><tbody><tr><td><strong>Order of Tasks</strong></td><td><ul><li>Tasks are categorized into To-Do (displayed at the top) and Completed (listed below).</li><li>Completed tasks are shown in reverse chronological order (latest first).</li><li>Each task shows the Task Title and the Assigned User.</li></ul></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FY0wcIc2dE0s5A2FLomHH%2Fimage.png?alt=media&#x26;token=6086f874-8b10-4632-b2aa-163c00826022" alt=""><figcaption></figcaption></figure></div></td><td></td></tr><tr><td><strong>Expand or Collapse</strong></td><td><ul><li>Tasks are collapsed by default to keep the view clean. </li></ul></td><td><ul><li>Click an individual task to expand and view details.<br><br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FKVH04fQ22QAxfnQavNUp%2Fimage.png?alt=media&#x26;token=4d072aa0-b9af-46dd-92a0-8c68697273e0" alt=""></li></ul></td><td><ul><li>To expand or collapse all tasks at once, use the “Expand All” or “Collapse All” options in the dropdown menu.<br><br><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FTaObDWGHtWu3nag1vsVm%2Fimage.png?alt=media&#x26;token=a91b70e2-f856-4d77-89e1-1c7700684384" alt=""></li></ul></td></tr><tr><td><strong>Search Tasks</strong></td><td><ul><li>Use the search bar to quickly find specific tasks by typing keywords from the task subject or content.</li></ul></td><td><div><figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FPMdS6xNCuL8qyCvF84dh%2Fimage.png?alt=media&#x26;token=3c6ee2c6-a13f-4891-8efd-9fb7267b6d5b" alt=""><figcaption></figcaption></figure></div></td><td></td></tr></tbody></table>

### <mark style="color:red;">2. Create Tasks</mark>

To create a task, you must have the **"Add Tasks"** permission. If this permission is not enabled, you will only be able to view tasks. For more details, refer to this section: [role-management](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/17.-settings/back-office-portal-user-settings/role-management "mention")

<figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FcqJDpyJ0KHp54qrhD1hs%2Fimage.png?alt=media&#x26;token=b763b7f5-ad03-411a-a618-39d763989d2a" alt=""><figcaption></figcaption></figure>

To create a new task:&#x20;

1. Click **"Create Task"**.

2. Alternatively, use the shortcut icon on the lead overview panel. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FDIMCvc4DT2bqdBTBvgiY%2Fimage.png?alt=media&#x26;token=f5bfc9fd-3019-4a24-94af-38986992e949" alt=""><figcaption></figcaption></figure>

3. Fill in the required fields. For more details, refer to this section: [8.-tasks](https://reference-guide.gitbook.io/crm-back-office-user-guide-full/8.-tasks "mention")

4. Click **"Save"** to confirm. \
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FX5RfJwvmKNujoMEiUa34%2Fimage.png?alt=media\&token=e5975994-6879-4547-96d9-41608eb99ecb)\\

5. The new task will be displayed in the To-Do list.&#x20;

### <mark style="color:red;">3. Edit Tasks</mark>

Only the following can edit tasks:&#x20;

* Task Creator
* Assigned Party
* CRM Owner&#x20;

To edit:&#x20;

1. Locate the task you want to edit.

2. Click the **"..."** button and select **"Edit"**.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FTr1aZmUrGFnHVcwjH38n%2Fimage.png?alt=media&#x26;token=bec7d9ce-c0f0-47ec-9a32-482027a3ded5" alt=""><figcaption></figcaption></figure>

3. Make the necessary changes.

4. Click **"Save"** to apply updates.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FoZAo0pCUEStVF6BruFe1%2Fimage.png?alt=media&#x26;token=09a21cce-0b1e-4189-9eac-e78d84c48151" alt=""><figcaption></figcaption></figure>

5. Note: If you do not have permissions to edit the task, the "..." button will not be visible, and you will be unable to edit the task.&#x20;

### <mark style="color:red;">4. Delete Tasks</mark>

Only the following can delete tasks:

* Task Creator
* Assigned Party
* CRM Owner

To delete:

1. Locate the task to delete.
2. Click the **"..."** icon and select **"Delete"**.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FdLCN6ZhnG8GwVyIPRalX%2Fimage.png?alt=media&#x26;token=1d282b9b-386b-42c9-b91a-11eeae16547d" alt=""><figcaption></figcaption></figure>
3. A pop-up will appear for confirmation.
4. Click **"Confirm"** to permanently delete the task.\
   \
   ![](https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FQGBbeZmwqfOp0dOkBJkw%2Fimage.png?alt=media\&token=336c9eb9-30b8-4447-825b-93cb68529ec3)

### <mark style="color:red;">5. Complete Tasks</mark>

To complete a task:&#x20;

1. Locate the task under **"To Do List"**.&#x20;
2. Click the **"Tick"** icon to mark it as completed. \\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FnrTS7jpx44U3HCdWhsnD%2Fimage.png?alt=media&#x26;token=675ceee2-858c-4866-b802-810bc0869453" alt=""><figcaption></figcaption></figure>
3. Once marked, the task will move from the To Do List to the Completed section (categorized by the month of completion) and will appear with a strikethrough for easy identification.
4. Click the **"Tick"** icon again to move it back to the To Do List.\\

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FojAWWrbUgxx0H2sMS5IF%2Fimage.png?alt=media&#x26;token=1e03af45-af50-4e4c-895e-27234cef3452" alt=""><figcaption></figcaption></figure>
