Tasks

The TasksTasks submodule is a list of all existing tasks within the system and its main functions are to review and edit task details in a few simple clicks. The red badge displays the number of tasks assigned to the currently logged user.  Tasks list

Assigned tasks can also be viewed on the Tasks list (filtered by user) or on the Dashboard under My Tasks section. 

Now let's walk through the functionality available on this page.

Tasks submodule

1. Search allows finding a task, related to a specific Client, Email, or Phone number.

Search tasks

2. The Task Status button gives an option to filter all existing tasks by their status: New, Canceled, Done.

Filter by status

3. Clicking on the Task Filter button provides you with the ability to filter all existing tasks by the assigned user, category, and date period.

Filter by user assigned, category, and date period

4. The Sort button, next to Client Name, Task Date, and Assigned To allows sorting data by:

  • Client Name sorts the data as follows: first shows entries with no data, all subsequent entries are shown from A → Z. If clicked twice, from Z → A;

  • Task Date sorts the data from the oldest to the newest. If clicked twice, from the newest to oldest;

  • Assigned To sorts the data as follows: first shows entries with no data, all subsequent entries are shown from A → Z. If clicked twice, from Z → A;

Sort tasks

5. Clicking the eye icon triggers the modal window with the detailed information on: 

  • Task Date;

  • Task Status;

  • Notes;

  • Task Period;

  • Task Category;

  • Task Assigned To;

  • Task Created By;

  • Task Lead No.

Task info window

6. Clicking the pencil icon triggers the Edit task modal window. In there, you can:

  • change an assignee;

  • change task type;

  • link a lead;

  • change the description;

  • change status;

  • change task location;

  • select/unselect the date;

  • the Start and End times for the task.

Edit the task

To select a specific date for the task, please click on the date and adjust it on the date picker. To delete the current date, please remove the checkmark next to it.

7. Clicking the client’s name will redirect you directly to the Client Profile.

8. Clicking on the task status summons the modal window with quick status selection.

Edit task status