Contents / User Instructions

Tasks

Function "Tasks" provides for the efficient tasks management in your company.

Tasks module interface allows various types of tasks:

Tasks can be displayed as follows:

  • table (standard);
  • statuses board (status kanban);
  • deadlines board (deadline kanban):

You can attach emails to a task:

or link CRM objects to it:

Tasks interface allows online chat among the users involved in the task:



You must also see:

  • Access to tasks

  • Tasks

  • Tasks: General Info


  • You may also be interested in: Templates

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    APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system