Tasks

Overview

Tasks in MiniCRM are designed to help you manage your daily activities, ensuring that important actions are tracked and completed on time. They are essential for maintaining productivity and accountability within your team. Every card in MiniCRM can have tasks that are assigned to users and linked to specific dates and times.

Creating a Task

You can add tasks to cards by clicking the ”+ Add Task” button.

Fill in details such as the subject, due date, assignee, priority, and a short description.

You can choose between a simple task or a recurring task.

Task Types

• Simple Task: A one-time activity with a specific deadline.
• Recurring Task: Can be set to repeat daily, weekly, or monthly.

Task Fields

• Subject: Short title of the task.
• Description: Details about the task.
• Date and Time: When it’s due.
• Assigned To: The responsible user.
• Priority: Can be set (high/normal/low).
• Tag: Optional label for filtering.

Viewing and Managing Tasks

• Tasks are visible on their related cards and in the personal Dashboard views.
• In the Tasks tab, you can filter by date, priority, user, and more.
• Overdue tasks are marked in red.

Completing Tasks

• Tasks can be marked as complete with the checkbox on the card or the task list.
• Completed tasks are archived for record-keeping.

Editing and Deleting Tasks

• Click on the task to edit details like due date or assignee.
• Tasks can also be deleted if they are no longer needed.

Task Notifications

Users receive notifications for upcoming or overdue tasks, depending on their personal settings.