A Task implies that there is an action that needs to be done for example, a meeting to attend. A task can be allocated to a specific user of the system and is assigned within the customer/supplier contact information.
Tasks are visible in a variety of locations including the Dashboard and can be added using either the Envelope Icon (top right corner) or directly in the CRM module.
The video provides an overview of the dashboard in regards to tasks and the applicable user settings.
The instructions below provide a basic overview of task creation, the video will provide a broader view of the feature.
The Envelope Icon
1. Click the Envelope icon (top right corner), then click the Plus (+) symbol next to Task.
2. Complete the required fields, any marked with an asterix (*) are required, then click Save.
Note: Click on a Task in the list to open to the task summary.
The CRM Module
1. Click the CRM module on the top navigation bar.
2. Select the Customer/Supplier name.
The Customer/Supplier summary details are displayed.
3. Next to Tasks & Calls, click the + (plus symbol), then Add Task.
4. Complete the required fields, any marked with an asterix (*) are required, then click Save.
The task will be added to the list, clicking on the task name will display the summary of the task, with options to Edit, Delete and Complete the task.
Additional Information
If you have any further questions, please contact Support.