Tasks

The Tasks tab helps you manage your follow-up actions with clients 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.

1. View Tasks

Order of Tasks

• Tasks are categorized into To-Do (displayed at the top) and Completed (listed below).

• Completed tasks are shown in reverse chronological order (latest first).

• Each task shows the Task Title and the Assigned User.

Expand or Collapse

• Tasks are collapsed by default to keep the view clean.

• Click an individual task to expand and view details.

• To expand or collapse all tasks at once, use the “Expand All” or “Collapse All” options in the dropdown menu.

Search Tasks

• Use the search bar to quickly find specific tasks by typing keywords from the task subject or content.

2. Create Tasks

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

To create a new task:

1. Click "Create Task".

2. Alternatively, use the shortcut icon on the client overview panel.

   
3. Fill in the required fields. For more details, refer to this section: 8. Tasks

4. Click "Save" to confirm.

5. The new task will be displayed in the To-Do list.

3. Edit Tasks

Only the following can edit tasks:

• Task Creator

• Assigned Party

• CRM Owner

To edit:

1. Locate the task you want to edit.

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

   
3. Make the necessary changes.

4. Click "Save" to apply updates.

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

4. Delete Tasks

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".

   
3. A pop-up will appear for confirmation.

4. Click "Confirm" to permanently delete the task.

5. Complete Tasks

To complete a task:

1. Locate the task under "To Do List".

2. Click the "Tick" icon to mark it as completed.

   
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.