Overview

The Tasks module in WeekMate CRM helps you organize and track activities related to your sales process. You can create new tasks, update existing ones, monitor their progress, and keep your work organized from a single location.

You can also mark tasks as completed, edit task details, delete tasks that are no longer required, and use filters to quickly find tasks based on their creation date, status, or assignee.

Before You Begin

Before creating or editing a task, make sure:

• You are logged in to your WeekMate CRM account.
• You have permission to create and manage tasks.
• The required task details, such as the assignee and due date, are available.

Steps

Create a New Task

1. Log in to your WeekMate CRM account.
2. Navigate to the Tasks module from the left sidebar.
3. Click Add Task.
4. Enter the required task details.
5. Review the information.
6. Click Save.

The task will be created successfully and added to your task list.

Edit or Manage an Existing Task

1. Open the Tasks module.
2. Click the task title to view its progress and details.
3. Click the Actions menu (three dots) next to the required task.
4. Select Edit to update the task details, Mark as Closed to complete the task, or Delete to remove it.
5. Save the changes, if applicable.

The task will be updated based on the selected action.

Filter Tasks

1. Open the Tasks module.
2. Use the available filters at the top of the page.
3. Filter tasks by Creation Date, Status, or Assignee to display the required records.

The task list will be updated according to the selected filters.

Video Tutorial

Watch the video below for a complete walkthrough of creating and managing tasks in WeekMate CRM.