# 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.

### <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%2Fso9ch2q1jg6fKlhed1yi%2Fimage.png?alt=media&#x26;token=2891d465-03ae-4dc4-a3d7-6aec6055e772" 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%2FDpqu4BjLaR8FiBxsIKeR%2Fimage.png?alt=media&#x26;token=77d20425-dec7-475f-b3e9-3a152d3ca767" alt=""></li></ul></td><td><ul><li>To expand or collapse all tasks at once, use the <strong>“Expand All”</strong> or <strong>“Collapse All”</strong> 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%2FTygcwbVIG6Bc08NQ0UkB%2Fimage.png?alt=media&#x26;token=1a3e758a-1e72-4481-b650-a196184aba38" 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%2FcohGgFi7OdturXPqAsVp%2Fimage.png?alt=media&#x26;token=de7c5628-8901-46b9-bd99-2ccccef1ac2a" 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 client overview panel. <br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FVluG2nJNReVAkAdJRxrn%2Fimage.png?alt=media&#x26;token=9b33f318-1947-4dcb-b962-49e13bbaf024" 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%2F0jnN0Ytm3CXJGvdgXxza%2Fimage.png?alt=media\&token=4ab6077c-8906-4f23-8311-59dd38487e6e)<br>
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"**.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FH8j4o7zPN22n7e4KOXA6%2Fimage.png?alt=media&#x26;token=b5556d81-bf08-48fa-87d3-75c27328ddcf" alt=""><figcaption></figcaption></figure>
3. Make the necessary changes.
4. Click **"Save"** to apply updates.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FThgtIdoC8i3agPudERnQ%2Fimage.png?alt=media&#x26;token=84fb727d-0b9f-4993-a110-c0e01d8b242d" alt=""><figcaption></figcaption></figure>
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.&#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"**.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FOsr3y9ZpmUoYB3LLZb23%2Fimage.png?alt=media&#x26;token=6c62c300-edd5-447e-9bca-4e79bcd97b10" 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. <br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2FOIWNMPxXBw16ErGOAZkx%2Fimage.png?alt=media&#x26;token=96138fcf-903a-4ee3-ae89-dd3cfc60654d" 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.<br>

   <figure><img src="https://1412218885-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZjte3ihj30mTFvqCasyX%2Fuploads%2F1tkYgPZqfq6rpG3QmbTf%2Fimage.png?alt=media&#x26;token=6252aee9-ea32-455a-b536-826ed2f393ce" alt=""><figcaption></figcaption></figure>
