How to View Tasks on Web Version

Article author
Learning Center Mekari
  • Updated

The Task is a Qontak CRM feature where users can list and report their activities. These activities can be in the form of planned visits, follow-ups, and others.

To view the Tasks view on the Web, you need to follow these steps:

  1. Go to Task menu.

  2. The following is a web view that appears after you click the Task menu with the features provided.
    mceclip0.png

    NoMenuInformation
    1Add a TaskTo add tasks one by one or bulk upload.
    2DownloadTo download the task in excel format.
    3Bulk ChangeTo change the owner of the task in large quantities at once.
    4DeleteTo delete multiple selected tasks at once.
    5List ViewTo change the appearance of the Tasks in the form of a list (as in the picture).
    6Calendar ViewTo change the appearance of the Tasks in the form of a list (as in the picture).
    7Board ViewTo change the appearance of Tasks in the form of a board.
    8FilterTo view tasks with certain settings.
    9SearchTo search for tasks by name.
    10ShowTo set how many tasks are displayed on one screen.
    11Quick AddTo quickly create a new task.
    12EditTo change or update a task.
    13DeleteTo delete a task.
    14PageShows how many pages of the Tasks are displayed from the entire Tasks page.