How to add tasks?

After logging into the application there will be an option of “CRM” on the left side. Under “CRM” we have “Tasks”.

Clicking on this option of “Tasks” will redirect to the screen where the list of existing tasks will be displayed along with the option to add a new task.

List of tasks can be filtered by Task Status (To Do/In Progress/Completed, etc..), Task Type (Follow up, Call reminder, Sales activity, etc..), Task responses, etc…

Clicking on “New Task” CTA available on the top right side will redirect to the below screen where the user needs to provide the details like Task Owner, Task start date, Task end date, Title, Description, Task type, Task status, Task response, etc..

After providing all the details, clicking on save will create the task and the same will be displayed under Tasks list.

Individuals can check the tasks assigned to them under CRM → Tasks. As per progress on the task the individual needs to update the task status accordingly, for example: To Do, In Progress, Completed, etc.…