Overview: #
The Tasks module in Intellent CRM allows you to create, assign, and manage tasks related to your customers, projects, or any other workflow within your organization. This feature helps streamline operations by keeping track of daily, weekly, or long-term tasks that need to be completed. It improves team collaboration and ensures that nothing falls through the cracks.
Getting Started with Tasks #
Accessing Tasks: #
- Login to your Intellent CRM.
- From the main menu, navigate to Tasks.
- Here, you will see a list of all tasks, including overdue tasks, upcoming tasks, and completed ones.
