How do I create a new task?
A task can be created in the order card, customer card, as well as from the list of tasks and the "Notifications" block. When creating a task, a pop in window will appear, where the standard information on the timing of its execution and the responsible employee is filled in.
If you create a task from an order or a customer, it will automatically be linked to them. When creating a task from the list, you can specify that this is a task related to a customer or to an order. Both of these options can be selected simultaneously, but if the order relates to a customer, the task will be displayed both in the order and in the customer. You can also highlight several strings, thereby creating a copy of the task from the selected orders or customers.
Note
If the date is specified in the task, but the time isn’t, then the current time will be automatically substituted when the task is saved.
How do I edit a task?
When granted the appropriate user rights, managers can edit and make corrections to a task. For example, you can shift the due date if you cannot complete the task within the specified time frame.
All fields in the task card can be edited, apart from the name of the manager who created it, and the order or customer to which the task is bound.
After the task is completed, the actual date and time are recorded in the corresponding field.
When you delete a customer, all information connected with them, including tasks, is deleted. When you delete an order, the task assigned to the order is also deleted.
Work with comments
Within a single task, users with editing rights are given the opportunity to leave detailed comments (limit up to 10,000 characters), which allows you to share opinions and ideas effectively as part of work on an order or customer.
The user has the option to edit their own comment or delete it.
Note
The system administrator can delete and edit all comments.
Work with tags
Task tagging is the ability to assign custom tags for subsequent filtering of tasks.
Tags are created directly in the task in the section of the same name. When you click the "+ Add" button, an input field and a drop-down list with existing tags appear. The "Create" button will appear after you start typing.
Rights to create tags are configured in the “Tasks” section for user groups. Editing and deleting tags is available only to system administrators.
When you enter text in a field, the system provides a list with existing tags. If no options are found, the system prompts you to create a new tag. If the user does not have rights to create tags, the system reports that no matches are found. The color of the tag is freely selectable during creation.
To change the color of a tag or delete it completely, click on the "three dots" next to the tag in the list.
Once a tag is created, it can be pinned to a task. However, each task can have only one pinned tag.
Task history
All changes to the task are displayed in the history.
Note
The history of tasks is recorded from March 22, 2023.
The history reflects changes related to:
- deadlines;
- a change of person in charge;
- the “What to do” block;
- the “Add description” block;
- the “Comment” block;
- tags.
Note
The history of changes does not reflect changes to non-pinned tags. For example, changing the color or name of a tag.
For each parameter, the previous and current value, the date of change and by whom it was made are specified. If the change occurred according to the settings of the system itself, then the value "CRM" is displayed in this column. In other cases, the name of the object will be specified - manager, trigger, or API. If you have the appropriate rights, clicking on the link will redirect you to the page of this object in CRM - manager card, trigger settings or API key, respectively.