To create a new task, follow these steps:

1. Tasks are categorized to help you manage and prioritize your work:

   1. To-Do – Tasks that are in progress and require your action.

   2. Overdue – Tasks that have passed the deadline.

   3. To-Do Today – Tasks that you need to complete today.

   4. To-Do Tomorrow – Tasks that you need to complete tomorrow.

   5. To-Do This Week – Tasks scheduled for the current week.

   6. Created by Me – Tasks that you have created.

   7. Completed – Tasks that have been completed.

   8. All – All tasks that have been created.
2. You can select any category from the dropdown list to filter your task view. By default, when you enter the Tasks tab, the list is filtered to show "To-Do" tasks assigned to you.
3. You can also pin your preferred task list by clicking the "Pin" icon, and the pinned list will be displayed every time you access the Tasks module.

You can complete tasks by following the steps below:

1. Report Functions

You can use several functions to refine and filter your tasks data for better analysis, monitoring, and tracking. These functions include:

2. Filter Criteria

Below are the available filter options you can use to narrow down your report results:

To delete tasks, follow these steps:

1. Default View

1. By default, tasks in the calendar are displayed on a monthly basis.

2. Only tasks with a specified due date will appear.

3. Tasks are shown on their due date within the calendar interface.

4. By default, the assigned party is set to you, so you can see all tasks assigned to you.

2. Multiple Tasks in a Single Day

1. If multiple tasks are scheduled for the same date, uncompleted tasks appear at the top in chronological order.

2. Completed tasks are displayed below, also arranged chronologically.
3. If there are too many tasks on a single day, a message will appear below indicating the number of additional tasks.

3. Change Calendar Month

1. The calendar initially shows the current month.

2. You can change the calendar month using "Left" or "Right" arrow.

4. Quick Navigation to Today

1. Today’s date is highlighted.

2. Click “Today” to quickly navigate to the current date.

5. Task Filter

1. By default, the calendar shows tasks assigned to you only.

2. To view tasks for another person, select the user from the dropdown menu.

3. Multiple selection is supported.

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.

The Calendar function is designed to help your team efficiently manage tasks by providing a clear monthly overview of assignments and their corresponding deadlines. This feature allows you to stay organized and on top of your schedule with ease.

To delete tasks, follow these steps:

You can complete tasks by following the steps below:

To edit a task, follow the steps below:

To edit a task, follow the steps below:

To create a new task, follow these steps: