8. Tasks

The Tasks tab allows you to create tasks, assign them to teams or individuals, and track their progress. This feature helps you streamline client management by ensuring requests are prioritized, delegated, and followed up on efficiently.

Within Tasks, you will find two side menus:

• List – Displays the full list of tasks in your CRM.

• Calendar – Shows your tasks in a calendar view for easier scheduling and tracking.

By monitoring task statuses, you can manage client requests more effectively, improve team collaboration, identify areas for operational improvement, and enhance overall client satisfaction.