Understanding Task Management

A task is a general task that has been assigned by a member of the team. You can also create a task associated with a customer, a vendor, or logistics if you want to. 

 

Settings

Navigate to Settings > Task.

Under theTask settings,Look for the Task Ticket Assignee

You can add the assignee’s name here. 

Click on Update.

 

Permissions

Navigate to Settings > User Roles.

Select the employee you want to give Task Permission to and scroll to the right.

Select Edit option from the Action dropdown menu.

Go to the Permissions tab.

Press Ctrl+F and enter the word Task. Enable all the permissions related to Task.

Click on Save.

 

Create a Task related to a Customer

Go to Quick add and click on Task

Select the name of the customer, branch, person, and the employee name will automatically appear. 

Enter all the mandatory information.

Click Save and Exit. 

Note: On saving it, a task number will be generated and the task will work as the assigned task. 

 

Create an Internal Task 

Go to Quick add and click on Task

Under the Requester type, Select the Internal Task

Type the name of the employee.

Under the Watchlist field, Enter the senior person’s name.

Note: The senior person can view the task status of the employee you are creating this Internal task for. 

Enter all the mandatory fields.

Click Save and Exit.

Note: The processes for the customer, Vendor, logistics, and Internal tasks are the same.