Tasks on an order

A task is a reminder filed under an order: "call them Tuesday at 10", "collect the balance". It reminds the person it's for, and it's listed on the order and on the Tasks page.

Before you start

To give a task to someone else you need the Can create task for other users permission. Without it, every task you add is your own, and you can only change tasks that are yours (or that you created).

Open the order's tasks

Open the order. When it already has tasks, Tasks sits in the strip under the title bar with a count. When it has none, press the ⋮ at the right of the strip, then Tasks.

The panel lists the open tasks first, then the done ones, with how many of each.

Add a task

1. 1Press New task.
2. 2Type the Subject — what needs doing.
3. 3Choose who it's for under Sales person. Without the permission above, it's you.
4. 4Pick the Kind: Call, Email, Collect payment or Custom.
5. 5Set Due — the day and time.
6. 6Pick the Priority: Low, Normal, High or Urgent.
7. 7Leave Remind them on and choose When — from 5 minutes to 6 hours before the due time.
8. 8Add Notes if it helps.
9. 9Press Add the task.

Work with tasks

• Mark it done — the round button at the left. The task is crossed out and shows who completed it and when. Press it again to open the task again.
• Edit — the pencil. Change anything and press Save the task.
• Delete — the bin. It goes at once, without asking.

A due time that has passed shows in red. A priority other than Normal shows as a tag. A task shared by several people shows all of them; when one person marks it done, it's done for everyone.

What happens next

The person gets their reminder the chosen time before it's due, in the top bar's reminders and through their own notification choices. The task also shows on the Tasks page, where it can be filtered and worked like any other — see Follow up on leads.

If something goes wrong

• Please choose date starting from today — the due date is in the past or empty.
• We cannot notify you in past. Please check "Date", "Time" values — the reminder time has already gone. Move the due time later, pick a shorter When, or switch Remind them off.
• You may only change your own tasks. / You may not give a task to somebody else. — you need the Can create task for other users permission.
• The tasks could not be loaded. / That could not be saved. — check the connection and try again.