Assign to-dos to the team, track them, and link them to customers and chats.
What is this section for?
Tasks are the team version of a “to-do list.” You assign work to someone, set a due date, and track its status. A task can be linked directly to a customer, a list, or a chat, so the question “What was this about?” never comes up.
Path: Left menu → Tasks
Task list
Creating a task
Click the New Task button.
Fill in the fields:
Field
Description
Task Title
Required. Keep it short and clear (“Send quote to Mr. Ahmet”)
Description
Details
Assignees
One or more people can be selected
Due Date
The day the work must be done
Category
For example “Call”, “Quote”, “Technical”
Status
For example “Pending”, “In progress”
Add a link (optional): a customer list, a directory group, a customer group, a chat, or a deal.
Save.
Task creation window
When a new task is assigned to you, a red dot appears next to Tasks in the left menu.
Tracking tasks
You can filter the list by status, category, assignee, and due date.
Clicking a task opens its detail page:
Attachments: Files related to the task. You can upload, download, and delete them.
Updates: Notes written by the team. Record progress here while the work is underway.
Change history: Who changed what in the task, and when.
Completing a task
There are two different buttons:
Complete: Finishes the task entirely.
I’m done: If the task is assigned to several people, this finishes only your share. The task is completed when everyone has finished their part.
Managing statuses and categories
You can create your own statuses and categories.
On the list screen, open the Status management (or Category management) window.
Add a new status and choose one of 6 colors (gray, blue, light blue, green, yellow, red).
Reorder them by dragging and dropping.
Three or four statuses are enough: Pending, In progress, Completed, Cancelled.
Plan note
Task assignment is available if the Task Assignment feature is enabled in your plan. If it is off, it does not appear in the menu.
Common mistakes
Not setting a due date: The overdue report does not work and the task gets overlooked.
Writing a title that is too long: Put the details in the description field.
Not adding a customer link: When you look at the task later, you will not remember what it was about.
