Skip to main content

Tasks

KiyoCRM can assist users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.


You can access the Tasks actions from the Tasks module menu drop down or via the Sidebar. The Tasks actions are as follows:


List View Actions:--


  • Create Task – A new form is opened in Edit View to allow you to create a new Task record


Used to define and assign work items with details like subject, due dates, status, priority, and related contacts or companies. The assigned user will receive email notifications.



  • View Tasks – Redirects you to the List View for the Tasks module. This allows you to search and list Task records



  • Kanban View, Filters, Column Chooser, Favourites are similar to other modules. Refer Leads module for reference.



  • To sort records on the Meetings List View, click any column title which is sortable. This will sort the column either ascending or descending.


  • To search for a Meeting, Use Search engine on top

  • Clicking on the pencil icon Meetings list view page to the display of record edit view.

  • Clicking on the ‘i’ icon leads to the display of Additional Details popup.

  • Clicking on the X icon leads to the closure of the meeting in the list view page.

Bulk Actions:--


In list view, Select group of records by checking the checkbox, the actions are as follows:


  • Mass Update, Export, Delete are similar to the Meetings module. Refer Meetings module for reference. 




Detail View Actions:--


Click on the Subject to view detail view:


  • Edit, Duplicate, Delete, Close And Create New, Close functionalities similar to Meetings module detail view actions. Refer Meetings module. 


Tasks Submodules:--


Notes:--


Used to add internal comments or updates related to a task for reference or collaboration..



Security Groups:--


Control user access and permissions for task creation, editing, viewing, and assignment based on roles.


Back to top