Tasks

Goal. See in one place the reminders the CRM generates and the follow-ups the team creates, spread them among assignees and close them as they get done.

Prerequisites. Any role can view and manage tasks. System tasks are created automatically from deadlines, missing documents, overdue balances, the inbox and the plans.

What the screen shows

• Three figures: "Pending", "Sent" and "Completed".
• The "Search by title…" box and the "All statuses", "All types" and "Whole team" filters, the last one narrowing by assignee.
• The "Board" and "List" buttons. The list shows each task with its "Client / Case", its assignee, its status and the "Due" date.

The board has three columns, "Pending", "Sent" and "Completed". Drag a card from one column to another to change its status; the target column shows "Drop a card here". Each column states how many cards it shows with "last N of M".

Task types

"Deadline", "Missing documents", "Balance", "Appointment" and "Follow-up". Tasks created by the CRM carry fixed titles: "Deadline", "Missing documents" and "Overdue balance" with the case number; "Attend conversation" and "AI lead" with the inbox channel; "Verify identity before merging" when a message arrives from a possible duplicate; "ManyChat lead"; and "Plan:" for the internal-task steps of the plans.

Creating a task

1. Click "New task".
2. Type the "Title" and, if needed, the "Details (optional)".
3. Choose the "Type", the "Due date", the "Assignee" and the "Client (optional)".
4. Click "Create task". The CRM confirms with "Task created".

Working a task

Clicking a task opens "Task detail" with its "Client" and "Case", both linked to their pages, the "Channel" the follow-up will use ("In-app", "WhatsApp", "SMS", "Email" or "Call"), the "Assignee", the "Created" date, the "Details" and the "Due" date. The actions depend on the status:

• Pending: "Mark as sent", once the reminder went out, or "Complete".
• Sent: "Back to pending" or "Complete".
• Completed: "Reopen task".
• "Delete task" asks for confirmation: "Delete this task? This can't be undone.".

Troubleshooting

• The screen shows "No tasks". No task matches the current filters; check the status, the type, the assignee and the search box.
• A system task reappears after completing it. The CRM recreates it while the cause persists: the deadline is still past, documents are still missing or the balance is still due. Resolve the cause in the case.
• Cards cannot be dragged on the phone. Open the task and change its status with the detail buttons.
• "Check the form fields." The "Title" or the "Due date" is missing.