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Task Management Guide

This guide gives you essential details to manage tasks smoothly and improve overall productivity.

Guide

Overview & Navigation

Follow these steps to open the Task Page in your CRM.

Step-by-Step Instructions

  1. 1. Open your CRM application.
  2. 2. Navigate to the Dashboard.
  3. 3. Scroll down and locate the Task option.
  4. 4. Select the Task option from the dashboard menu.
  5. 5. The Task Page will open, where you will find two sections:
  • Tasks Assigned By Me
  • Tasks Assigned To Me

💡 Pro Tip: Manage Tasks Effectively

Check both Tasks Assigned By Me and Tasks Assigned To Me regularly. This helps you track progress, avoid delays, and ensure smooth collaboration across your team.