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:--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
Import Tasks
Kanban View, Filters, Column Chooser,
FavouritesFavorites 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
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Clicking on the pencil icon Meetings list view page to the display of record edit view.
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Clicking on the ‘i’ icon leads to the display of Additional Details popup.
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Clicking on the X icon leads to the closure of the meeting in the list view page.
Bulk Actions:--Actions
In list view, Selectselect 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:--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:--Submodules
Notes:--
Notes
Used to add internal comments or updates related to a task for reference or collaboration..
Security Groups:--
Groups
Control user access and permissions for task creation, editing, viewing, and assignment based on roles.
