Creating Tasks - AssignCRM

Creating Tasks

In a workflow-oriented CRM like AssignCRM, creating tasks is a critical aspect to your everyday usage of the system. AssignCRM has task lists in several areas.

Firstly there is a task list under Deals so you can manage the things you need to do in order to get that deal to close. Then there is a task list under the Customer so you can manage customer requests. There is also a task list under the Products tab to manage tasks and projects under each product. And finally there is a task list on the Campaigns tab so you can prepare, organize and execute your campaigns.

Tasks in AssignCRM are team-powered - once you create a task you can assign it to any user in your team, and they'll see that task in their dashboard and get daily or weekly reminders.

In each case, you access the Task list by clicking on the Deal, Product, Campaign or Customer, and clicking the Tasks sub-tab under the record:

To add an ad-hoc task, you can enter the task summary in the Quick Entry area above the list. If you want to add more details you can click the "+" icon at the far right side of the list.

This will bring up the task form, and we'll run through some of the important fields:

  • Status: The status of the task, which defaults to not-planned.

  • Title: A short summary of the task. This is the only required field for a task.

  • Assign To: The user to assign this task to. This is optional. If set, an email will be sent to that user informing them the task has been assigned to them. It will then show up on their dashboard, and will be highlighted in red to remind them.

  • Priority: A number between 1 (highest) and 10 to reflect the priority of the task.

  • Estimate Days: Sometimes tasks should be estimated to help with project planning. In here the user can enter in the number of days they think the task will take to complete.

  • Actual Days: This can reflect the actual number of days it took to implement the task.

  • Percent Complete: This can be updated by the worker to indicate how far they've come in implementing the task. When the task is set to complete this field will be set to 100 automatically.

  • Due By: The date that the task should be completed by.

  • Raised By: This is a reference to the deal that raised this request. Outside of the Deal tab, this usually refers to the deal related to the task. In the Deals tab it will always be the parent deal.

  • Wait For: If the Wait For is set, then the task won't be assigned until the waiting-for task is completed.

  • Details: This is an area where more details can be entered about the task.

  • Subtasks: Any number of subtasks, and sub-sub tasks can be entered to structure the task or project. When all sub-tasks are complete, the parent task is marked as complete.

    • Next Topic: Predefined Checklist Templates...