Tasks

Managing projects and keeping track of your next step is even easier when utilizing our tasking feature. Keep your most pressing accounts at your fingertips, and never lose a follow-up. Set tasks for yourself or request action from others to keep your team on top of important tasks and make sure your projects move through their lifecycle smoothly and efficiently.

Table of Contents

1. Creating Tasks
   • Adding Tasks from within a Project or in a Customer
   • Creating Tasks from the Task Manager
2. Task Manager
3. Viewing Tasks from a Customer or Project Page
4. Completing Tasks

Creating Tasks

Along with creating a new task from the Task page, users can also create a task from any Customer or Project. 

Adding Tasks from within a Project or in a Customer

1. Open a Customer Details page or a Project Overview Page
2. Find the Task section. (Circled in orange in the image above)
3. Click Add Task to add a new task
4. Complete the required fields.
   • Title: Give the task a descriptive title such as "Send Invoice" or "Request Utility Flags"
   • Type: Select from the dropdown options to indicate the type of task (Call, Email, or To Do).
   • Assigned To: Select yourself or a team member from the drop-down list. Team members must have an active user login to be assigned a task.
5. Complete any optional fields as necessary. 
   • Priority: Select from the dropdown options to indicate the importance of this task (Low, Medium, or High).
   • Due Date: Choose a date from the calendar and add a time of day. Push the Enter key or click into any margin area outside the calendar to save your selection. 
   • Association: If your task is about a particular customer or project, you can choose to connect them. Doing this will allow access to the task from the customer page or project page.
   • Item: Once an Association is selected, an Item field will appear. Start typing the name of the specific customer or project, then click the correct option from the dropdown menu.
   • Notes: Add any comments or information you want to include with this task, and use the toolbar to add formatting such as bullet points, bold text, and more.  
6. Click Save. 

Creating Tasks from the Task Manager

1. Use the navigation menu to select CRM
2. Click Tasks 
3. Click New Task to create a new task (Circled in orange in the image above)
4. Complete the required fields.
   • Title: Give the task a descriptive title such as "Send Invoice" or "Request Utility Flags"
   • Type: Select from the dropdown options to indicate the type of task (Call, Email, or To Do).
   • Assigned To: Select yourself or a team member from the drop-down list. Team members must have an active user login to be assigned a task.
5. Complete any optional fields as necessary. 
   • Priority: Select from the dropdown options to indicate the importance of this task (Low, Medium, or High).
   • Due Date: Choose a date from the calendar and add a time of day. Push the Enter key or click into any margin area outside the calendar to save your selection. 
   • Association: If your task is about a particular customer or project, you can choose to connect them. Doing this will allow access to the task from the customer page or project page.
   • Item: Once an Association is selected, an Item field will appear. Start typing the name of the specific customer or project, then click the correct option from the dropdown menu.
   • Notes: Add any comments or information you want to include with this task, and use the toolbar to add formatting such as bullet points, bold text, and more.  
6. Click Save. 

Task Manager

The Task page of the system allows users to see their full task list and filter the view. 

• Search: Type keywords into the search bar to quickly find a task you are looking for.
• Export CSV: Click this option to download the current table into a CSV file. 
• Show All Tasks: Click this option to view a list of both completed and open tasks.
• Hide Completed Tasks: Click this option to remove visibility to the completed tasks and only show a list of open tasks. 
• Sort Columns: Sort any column by clicking the up and down arrows next to the column title to sort the table by that column's options. Hold the shift key to select multiple columns for the sort.
• Table Row: Click anywhere on the table to see that particular task's details. This view provides a snapshot of the task information, and the ability to complete, reopen, or edit the task by clicking the Complete, Open, or Edit buttons. If the task is associated to a customer or project, clicking the icon next to the association will direct the user to that particular customer page or project page. 

• Action Menu: Select the 3-dot menu to View Details (explained above), Open/Complete, Edit, View Customer or View Project. In addition, primary users may Delete tasks from this menu. As with any edits, be sure to click Save where applicable. 

Viewing Tasks from a Customer or Project Page

• From the Customer Details page or the Project Overview page, simply click on the View Task link to see a list of all tasks associated with that particular customer or project.
• To view all tasks that are not associated with this customer or project, click Reset Filters at the top of the page. 
• To return to the customer or project page, click the 3 dot action menu and select View Customer, or View Project.  

Completing Tasks

• Select Complete from the Task Details view or the 3-dot action menu to complete a task. 
• Fill in any additional notes in the popup and click Complete to save your changes. 

• You may re-open a completed task from the 3-dot action menu or from within the Task Details view by clicking Re-Open Task.
• A confirmation will ask you to confirm your intentions to re-open a closed task, click Yes.