Simple tasks
Simple tasks
To create a simple task, go to the Activities > Tasks section of the vertical menu, click on the arrow on the right and then "Create New Task" :
A modal then opens on the right of your screen, allowing you to enter the task's characteristics:
Here's what the different fields mean:
- Title: task title.
- Description: task description
- Assigned customer : links the task to a customer.
- Assigned project: links the task to a project (see Projects below).
- Assigned owner : allows assigning the task to one or more users, customizable field, or to a team.
- Assigned contact: links the task to a contact.
- Due date: deadline for delivery.
- Priority (none, low, high, critical): task priority level. By default, tasks have no assigned priority level ("none").
- Linked interaction: links the task to an interaction.
- Recurring (yes/no): allows you to program a recurrence for the task. See below. By default, tasks are not recurring.
- Reminder (yes/no): indicates whether the task is eligible for alerts. By default, this option is checked; simply deactivate it if you do not wish to receive reminders.
Nota
Checklist-based task descriptions work well and can be updated without having to edit the task itself!
Customer Portal
You can share your tasks and projects directly with your customers via the Customer Portal. Set the visibility of each task (portal or internal) and collaborate with your contacts in real time.