Task

Our platform includes a useful feature called "Tasks" that enables users to schedule meetings, discussions, reminders, and appointments for their contacts. These tasks are conveniently displayed in the contact dashboard, ensuring users stay organized and on top of their schedules.

Adding Task

Easily create tasks with just a few clicks in the Task tab.

1. Navigate to the Task tab.

2. Click on + Add Task.

3. Save Task dialogue box will open, allowing you to select the Event Type and provide necessary details.

4. Once completed, click the Save button to finalize the task creation.

Edit Task

Simplify task updates for improved efficiency.

1. Click on the icon adjacent to the newly added task entry.

2. Select the Edit Task icon.

3. This action will open a window labelled with event name, enabling you to make any necessary adjustments to the information.

4. After the modification, click Save button.

Delete Task

Streamline task management with quick and easy deletion of unnecessary entries.

1. Click on the icon adjacent to the newly added task entry.

2. Select the Delete Task icon.

3. A Warning screen will appear, asking for confirmation before deletion.

4. Press the Yes button to confirm and proceed with deletion.

5. The Task details will be permanently removed from the system.

Mark as completed

Efficiently mark tasks as completed with just a few clicks.

1. Click on the icon adjacent to the newly added task entry.

2. Select the Mark as completed.

3. Press Yes to confirm marking the task as complete.

4. The task status will change to Completed.

The Contact Module dashboard will showcase the assigned tasks, serving as a helpful reminder for upcoming engagements. This feature significantly enhances visibility, ensuring that important tasks remain in focus.