Task
To access this feature, open your CRM Dashboard and click on Task. The Tasks page will open.
Task Management Instructions
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Step 1
On this page, you will find two sections: Task Assigned By Me and Task Assigned To Me.
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Step 2
Here you can easily Add New Task with the help of the New Task button.
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Step 3
If you want to Edit your existing task, simply use the Edit button.
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Step 4
If you want to Delete your task, you can do it using the Delete button.
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Step 5
If you want to Change Status of your task, simply click the Change Status button.
๐ก 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.