Creating and Assigning Tasks in CRM – User Guide
Creating a Task
Tasks are stored in their own module in CRM for reporting purposes, but can be created and viewed in any Person, Organisation, Job, Lead or Opportunity record that they are associated with.
To create a Task you do so by first navigating to the All tab on the Navigation Menu and selecting Tasks.
In the Tasks module select the Create Task option to create a new task.
You can also create a task by navigating to either a Lead, Person, Organisation, Job or Opportunity record. Once you have selected the correct record, scroll to the Activities subpanel located below the panel. Using the Actions menu in the Activities subpanel, you can Create Task, Schedule Meeting or Log Call relating to the selected record.
Select the Create Task option. This will prompt the Basic Task record form to become available. If you wish to provide a more thorough record, select Full Form.
On this form you will be able to:
- Set a Subject
- Set a Start & End date
- Assign a progress Status to the task
- Log time against the task in hours and minutes
- Set a Priority for this task
All sections that are required are starred with an asterisk. You’ll need to fill these in before you can Save the task.
At the bottom of the Task Overview Form you can fill in any extra details about the task using the Description box.
Note: If you create the task via a Person, Organisation, Opportunity or Lead record the Related To field will automatically populate (this can be changed if needs be) with the record name also pulled through. However if you create a Task via the Task Module you will able to select what the Task is related to using the dropdown menu to say what is related to and the Select Arrow to select the actual record.
Assigning a Task to Another CRM User
If you’d like assign this task to another CRM user you can do so by click the Select Arrow button in the Assign To section.
The User Search pop box will then appear. Here you search and select the User you’d like to assign the task to.
Once you are happy with the information you’ve added, click Save.
The task will now appear in the Activities subpanel of any record related to it. From there it can be modified, progressed and updated until complete.
Once a Task is Completed
Once a task is completed you can close the task by going into the Task and changing the status to completed and then clicking Save and Close.
If you have the My Open Tasks Dashlet on your Dashboard you can close the task by select the X button on the Task.
A pop up box will then appear asking if you’d like to close the Task.
Once completed the task can then be view in the History Subpanel in the related Organisation, Person, Opportunity, Job or Lead record.
