Teal CRM Version: v1.0


The Tasks module allows you to manage and view tasks that are associated to an account within Teal, as well as the ability to create a new Task.

Viewing List of Tasks


The Tasks page shows you a list of all tasks within Teal CRM.



You have the ability to check multiple tasks at once to perform a mass update, a Subject column displaying the title of the task, the Type of task in which this is for, the Due Date on when the task needs to be completed by, the Priority of the task, the current Status of the task, who the task is Assigned To, and an Actions column.

In the Actions column you have the ability to edit the task record by clicking on the blue pencil icon  or deleting the record by clicking on the blue "X" icon .


Viewing List of Tasks

 

To view more information about the task, simply click on the name of the task that's displayed in blue.


Task_Overview_Page.png


You will then be brought in to the task record page where you can view more information about the task such as the due date, the priority, status, and who the task is assigned to, along with which account the task is related to in the middle column, as well as an Activity Feed for any updates regarding the task.