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How to Add a New Task

On the left-hand side menu, under the “CRM System” section, click on “Tasks.”

Step 2: Open the Add Task Form​

Click Add Task:
In the Tasks section, click on the “+ Add Task” button located at the top right of the page. This will open the Add Task form. first image

Step 3: Fill Out the Task Details​

  • Name:
    Enter the name of the task. This should be a brief but descriptive title of what the task entails.

  • Description:
    Provide a detailed description of the task. Include any relevant information that will help the assigned person understand what needs to be done.

  • Start Date:
    Click on the date picker to select the start date of the task.

  • Expired Date:
    Set the deadline for the task by choosing the expired date. This indicates when the task needs to be completed.

  • Responsible Person:
    Select the team member responsible for completing the task from the dropdown list.

  • Observer Person:
    Choose any team members who should observe the task. These individuals will be kept informed about the task’s progress.

  • Type:
    Select the type of task. For example, it could be a follow-up call, meeting, email, etc.

  • CRM:
    Choose the relevant CRM entry (if applicable) that this task is associated with. This helps in linking the task to specific contacts, deals, or leads.

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Step 4: Submit the Form​

  • Review Entries:
    Double-check all the information you’ve entered to ensure it is correct and complete.

  • Submit:
    Once you have filled in all the necessary details, click the “Submit” button at the bottom of the form.

  • Confirmation:
    A confirmation message will appear, indicating that the task has been successfully added to the system.

Managing Tasks​

  • View and Edit Tasks:
    You can view all tasks in the Tasks section. Click on a task to view its details or edit it if necessary.

  • Update Status:
    Change the status of a task (e.g., Pending, Completed, Overdue) by clicking on the status indicator next to each task. third image

  • Delete Tasks:
    If a task is no longer needed, you can delete it by clicking the trash bin icon in the Actions column.

Additional Tips​

  • Notifications:
    Ensure notifications are set up so responsible and observer persons receive alerts about task deadlines and updates.

  • Filters:
    Use the filter options in the Tasks section to quickly find tasks based on status, responsible person, or other criteria.