The Task Overview presents detailed insights into each initiated task. This includes vital information like the task's name, its description, the linked contact, the team member responsible for it, its due date, and its present status. Offering a unified perspective, this feature facilitates the effective organization and handling of tasks, promoting a more efficient workflow among your team members.
1. Click "Contacts"
2. Click "Tasks"
3. Task List
Tasks are vital for maintaining organization and managing key activities in your business by centralizing them within a single section of your CRM. This area contains a range of tasks connected to various team members and contacts, making sure every responsibility is tracked and effectively handled to boost efficiency and productivity.
NOTE: Your access to all components might vary based on your user permissions.
4. Name and Description
Within this column of your task overview, you'll see the name of each task accompanied by the description you've entered. For an in-depth view of any specific task, simply click on it. This will take you to the contacts section, where you can delve into more details concerning the task.
5. Contact
In this column of your task overview, you'll find the contact linked to each task, indicating the person assigned to it. This feature makes it straightforward to reference and manage tasks based on their associated contacts.
6. Assignee
This column in your task overview will show the team member assigned to each task, providing a clear view of how tasks are distributed among team members. It helps in organizing and managing tasks efficiently within your team.
7. Due Date
This column in your task overview displays the due date for each task. It offers clear insight into the deadlines for all tasks, ensuring they are completed on time and helping to maintain an organized workflow.
8. Status
In this designated column of your task table, the current status of each individual task is presented. To mark a task as completed, simply click on the checkmark icon. This allows for easy tracking and updating of task progress, ensuring an organized and efficient workflow.
9. Task Actions
To handle tasks, simply click on the three dots located at the far end of any task row to display the task actions menu. This menu allows you to execute several actions related to tasks:
Mark a task as complete
Edit the chosen task
Delete the specified task
