Overview
Manage to-do work connected to customers, leads, deals, calls, cases, and daily follow-up.
Main purposeManage to-do work connected to customers, leads, deals, calls, cases, and daily follow-up.
Important areasTask list, card/grid view, status, priority, due date, owner, related record, completion.
Business valueTasks turn customer history into action and make follow-up visible.
Where To Find It
Common Path: Work > Tasks
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Tasks can be created from the Tasks page or from related records such as leads and deals.
- Status and priority show whether the work is not started, in progress, waiting, completed, or deferred.
- Due dates feed dashboard queues, so timely completion keeps daily work accurate.
Main Areas
| Area | What It Is Used For |
|---|---|
| Task list | Review assigned and open work. |
| Task details | Shows subject, due date, priority, status, owner, and related record. |
| Completion action | Marks the task finished. |
| Related activity | Shows record history around the task. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Subject | Short task name. | Use a clear action phrase. |
| Status | Not started, in progress, waiting, completed, or deferred. | Update as work changes. |
| Priority | Low, medium, high, urgent, or critical. | Use to show relative urgency. |
| Due date | When the task should be finished. | Use so dashboard queues stay useful. |
| Related record | Customer, lead, deal, case, or other linked context. | Use to keep history connected. |
Recommended Workflow
- Create the task from the Tasks page or from a related record.
- Enter a clear subject and due date.
- Set priority and owner.
- Link the task to the related customer or sales/service record when available.
- Complete or defer the task when the outcome is known.
Best Practice
- Write task subjects as actions, such as Call customer about quote.
- Avoid leaving old tasks in waiting without a follow-up date.
- Complete tasks promptly so the dashboard does not show stale work.
Troubleshooting
- If a task does not appear on the dashboard, check due date, owner, and status.
- If you cannot complete a task, confirm your role includes task completion permission.
- If related context is missing, open the task details and verify the linked record.
FAQ
Should every call have a task?
Create a task when a future action is required.
What is deferred?
Use deferred when the work is intentionally postponed and should not be treated as active today.