Simple tasks

Simple tasks

To create a simple task, go to the "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 user : assigns the task to a user.
• 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!