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8. Tasks

The Tasks tab provides brokers with the ability to create tasks, assign them to respective teams, and track their progress. This functionality enables teams to better manage client requests, follow up on them more efficiently, and ultimately improve customer relationships.

Through this feature, brokers can prioritize and delegate tasks, ensuring that client requests are handled in a timely and effective manner. By monitoring task statuses, brokers can also identify areas for improvement and streamline their operations, ultimately leading to improved client satisfaction.

Task List

Tasks are categorized into the following:
- To-Do - tasks that are in progress and require your action
- Overdue - tasks that have passed the deadline
- To-Do Today - tasks that you have to do today
- To-Do Tomorrow - tasks that you have to do tomorrow
- To-Do This Week - tasks that you have to do this week
- Created by Me - tasks created by you
- Completed - tasks that have been completed
- All - these are all the tasks that have been created
Brokers can click onto the dropdown list and select accordingly:
By default, when you enter the "Tasks" tab, the task list will be filtered to show To-Do tasks assigned to you.
You can pin your preferred task list by clicking onto the “Pin” icon. The pinned task list will be shown every time you go into the Tasks module.

Creating Tasks

Brokers can create new tasks by the following the steps below:

Completing Tasks

Brokers can complete tasks by following the steps below:

Editing Tasks

Only the creator of the task, handler of the task and the owner of the CRM will be able to edit tasks.

To edit a task, follow the steps below:

Deleting Tasks

Only the creator of the task, handler of the task and the owner of the CRM will be able to delete tasks.
To delete a task, simply click onto the "Delete" icon for the respective task.
If you are not the create of the task, handler of the task or the owner of the CRM, you will not be able to see the "Delete" icon.

Tasks Report

Brokers can perform multiple functions to refine or filter the tasks data for better analysis, monitoring and tracking. The functions include:

Calendar

The Calendar function is a tool designed to help your team effortlessly manage tasks by providing a comprehensive overview of assignments and their corresponding deadlines. Stay organized and on top of your schedule with this intuitive feature.

Task Display on Calendar View

Tasks in the calendar view are presented on a monthly basis.
Only tasks with specified due dates will appear in the calendar. These tasks will be shown on the due date within the calendar interface.

Adding Tasks on Calendar

You can add tasks via the Calendar view as well.
Navigate to the due date of the task and click the "+" icon to add a task.
Fill in the details of the tasks. The deadline will automatically be filled in. You can amend it if necessary.
Click "Save".
The task will be displayed on the calendar.

Editing Tasks on Calendar

You can also edit tasks via the calendar.
Click onto the task you wish to edit.
Make the necessary changes and click "Save".
You can only edit tasks if you are the task creator, assignee or owner of the CRM. Otherwise, you will not be able to edit.

Completing Tasks on Calendar

To mark a task as complete, just click onto the checkbox next to it.
Once a task is completed, it will be visibly strikethrough and automatically moved to the bottom of the list.
Tasks can only be marked as completed by the task creator, task assignee or owner of the CRM. Otherwise, you will not be able to complete the task.

Deleting Tasks on Calendar

You can also delete tasks via the calendar view.
Click the "Delete" icon beside the task you wish to delete.
A pop-up notice will appear. Click "Confirm" to proceed to delete the task.
The task will be removed from the Calendar.
You can only delete tasks if you are the task creator, task assignee or owner of the CRM. Otherwise, you will not be able to see the "Delete" icon.

Creating Tasks

Brokers can create new tasks by the following the steps below:

To create a new task, click “Add Task”.

Fill in the respective fields:

Title - title for the task
Handlers - person(s) in which the task is assigned to
Associated Clients/Leads - the clients/leads in which the task is associated to
Type
- Task - this will be selected by default
- Call
- Email
Priority
- None - this will be selected by default
- Low
- Medium
- High
Deadline - due date of the task
Remark - any additional information regarding the task. The maximum number of characters allowed is 5,000.

Click "Save".

All tasks created in the "Tasks" tab will also be displayed in the Clients detail page (please refer to this section for more details: Admin Activities).

To create a new task, click “Add Task”.