Tasks

Overview: The Task List feature provides a clear, organized view of tasks assigned to you or your team. Tasks are categorized based on their due date and can be filtered by progress, type, and other attributes. It helps ensure that important follow-ups are not missed and tasks are completed on time.

Key Features / Capabilities

• Task Boards: Tasks are categorized into different boards based on due dates (Overdue, Today, Tomorrow, Later).

• Task Cards: Each task card shows the lead name, task name, priority, due date, progress, assigned team member, and contact methods (email, chat, call).

• Task Filtering: Filter tasks by automatic/manual type or by progress (New, In Progress, Completed).

• Task Creation: Easily add new tasks with details like title, description, due date, priority, and progress.

• Task Editing & Deletion: Edit or delete tasks directly from the task card view.

Step-by-Step Instructions

1. Navigate to the Tasks page.

2. Click the Add Task button to open the task creation       form.

3. Fill in the required fields: Title, Assigned To (team     member), Description, Due Date, Priority, and Progress.

4. Click Save to create the task.

How to Filter Tasks:

1. Click on the Filter button at the top of the Task List.

2. Choose from options like Automatic or Manual tasks, or     filter by task progress (New, In Progress, Completed).

How to Edit or Delete a Task:

1. Click on the task card you want to edit or delete.

2. To edit, click the Edit icon and make changes.

3. To delete, click the Delete icon

Tips & Best Practices

• Set reminders for important tasks to ensure timely follow-ups.

• Prioritize tasks by setting appropriate priority levels (Low, Medium, High).

• Regularly check overdue tasks to stay on top of missed deadlines.

• Use the filter feature to focus on the tasks that need attention based on type and progress.

• Keep task descriptions clear and specific to avoid confusion about the next steps.