Task is an activity based on a certain project that needs to be completed within a specified period of time.

To create tasks, go to the PM section and click the Add New and fill out the form with the task details.

 Tasks are related to certain projects. The system has 2 default projects: CRM Tasks and Non-project related hours.

CRM Tasks is the default project for CRM activities. All tasks created from the CRM section will be saved under this project.

Non-Project Related Hours is the default project to which you can add trivial tasks that are not related to any project. All employees are involved to this project, so you can assign any employee to the tasks.

There are required fields that you have to fill in to save the task successfully; those fields are labeled with the red asterisks.

Task number is automatically generated when you select the project. If the task is the first one in the selected project, then the task number will be T0001.

In the assignees box, you need to assign employees who will be working on the task. Estimated time is the approximate hours to complete the task for each employee and it is required to calculate the budget and costs of the project.

If you do not show the estimated time, the task percentage completion and budget sheet planned costs cannot be calculated.

Time Spent Today – if you enter time here, this will be registered in your timesheet page.

 If the task status is Not Started, you will not be able to enter time. You need to change the status to In Progress to register time.

Advanced Options

Task can be created automatically by setting the recurring tasks. The system will create the same task on the specified date. Click the Advanced Options and select Recurring.

Add Links

You can add links to other system items  those  are related to the task. The links can be added to Contacts, Cases, Events etc. Once you click the link, you will be redirected to the Item Summary page.

See also