Completing, Reassigning & Tracking Tasks

Managing Your Tasks

Completing a Task

There are four ways to mark a task as done:

1. From the Dashboard – Check the checkbox next to the task in the To-Do widget.
2. From the Activities Kanban – Drag the card to the "Done" column.
3. From the List View – Check the "Done" checkbox on the row.
4. From the Record Chatter – Open the activity card in the chatter and click "Done".

When you mark a task done, you can optionally add a Feedback note about what was accomplished. This note appears in the record's chatter history.

Reassigning a Task

If a task should be handled by someone else:

1. Open the activity (click on it in kanban, list, or chatter).
2. Change the Assign To field to the new person.
3. Save. The new assignee receives a notification.

Rescheduling a Task

• Open the activity and change the Due Date.
• In the calendar view, drag the activity to a new date.
• In kanban view, if an overdue task can't be completed, reschedule it rather than letting it sit overdue.

Tracking Progress

• My Activities view shows all activities assigned to you across all modules. This is your personal task list.
• All Activities view (use the "Unassigned" or "All" filter) shows activities across all users – useful for managers.
• The Activities Analysis report (Reporting menu) shows completed vs pending activities by user, type, and date.

Integration with Other Modules

• CRM – Schedule a "Call" activity on a lead. When it's done, log the outcome and move the lead to the next stage.
• Sales – Schedule a "Follow-Up" activity on a quotation that hasn't been responded to in 3 days.
• Projects – While Project tasks are for structured project work, To-Dos can be used for personal reminders related to a project.
• HR – Schedule "Meeting" activities for performance appraisals or check-ins.

Automated Activity Creation

Use Automated Actions to create activities automatically:

• "When a lead is created without being assigned in 24 hours, create a To-Do for the sales manager to assign it."
• "When an invoice is overdue by 7 days, create a Follow-Up activity for the accountant."
• "When a support ticket is escalated, create a Meeting activity for the senior technician."

Configure these in Settings > Technical > Automated Actions (developer mode).