Tasks

Who can do thisCRM UserCRM Administrator

Tasks are work somebody has to do, grouped by the day it is due. They have their own page under Tasks, a panel on each company, a list on each deal, and a card on the Dashboard.

The Tasks page

• The header counts them: "{open} open: {overdue} overdue, {dueToday} due today."
• Mine (the default) or Everyone.
• Groups Overdue, Today, Upcoming and Done, with columns Task, Due and Assigned to.
• Tick a row to mark it done; untick it to open it again.

Overdue is worked out when you load the page, from your device's date. If your device's date is wrong, CRM says so.

Create a task

1. Click New task.
2. Fill in Title (required), Due (a date, no time) and Assigned to (one person, Me by default).
3. On a customer's task you can also name a Person and a Deal of that customer. Add Notes if needed.
4. Click Create task.

On a company page, the Tasks panel has a quick add: type in A new task, pick Due and click Add task. A deal's details show Tasks on this deal.

Change, complete and delete

• Anyone can tick or untick a task.
• The creator, the assignee or a CRM Administrator can change it. Others see: "Only the person who created this task, the person it is for, or a manager can change it."
• On the task page: Mark as done or Open again; Delete, then Delete task under "Delete this task? It cannot be brought back." Only the creator or a CRM Administrator can delete.

A task that names a person whose details were erased shows "A person whose details were erased".