SuiteCRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.
Tasks Actions
You can access the Tasks actions from the Tasks module menu drop down or via the Sidebar. The Tasks actions are as follows:
Create Task – A new form is opened in Edit View to allow you to create a new Task record.
View Tasks – Redirects you to the List View for the Tasks module. This allows you to search and list Task records.
Import Tasks – Redirects you to the Import Wizard for the Tasks module. For more information.
Managing Tasks
To search for a Task, use the Search section.
To sort records on the Tasks List View, click any column title which is sortable. This will sort the column either ascending or descending.
To update some or all of the Task on the List View, use the Mass Update panel as described in the Mass Updating Records section.
For a detailed guide on importing and exporting Tasks, use the Importing Records and Exporting Records sections.
To delete one or multiple Tasks, you can select multiple records from the List View and click delete.
To close a Task, click on the ‘x’ icon on the Tasks List View.
To view the details of a Task, click the Meeting Subject in the List View. This will open the record in Detail View.
To edit the Task details, click Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.
To duplicate a Task, you can click the Duplicate button on the Detail View and then save the duplicate record.You can also delete a Task from the Detail View by clicking the Delete button. For a more detailed guide on deleting records.
To track all changes to audited fields, in the Task record, you can click the View Change Log button on the Task’s Detail View or Edit View.