Task

To access this feature, open your CRM Dashboard and click on Task. The Tasks page will open.

Task1

Task Management Instructions

  • Step 1

    On this page, you will find two sections: Task Assigned By Me and Task Assigned To Me.

  • Step 2

    Here you can easily Add New Task with the help of the New Task button.

  • Step 3

    If you want to Edit your existing task, simply use the Edit button.

  • Step 4

    If you want to Delete your task, you can do it using the Delete button.

  • Step 5

    If you want to Change Status of your task, simply click the Change Status button.

Task

๐Ÿ’ก Pro Tip: Stay Organized with Task Management

Break down tasks into smaller actionable steps and set clear deadlines to stay on track and improve productivity.