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 or visits, follow-ups, and others.
To view the Tasks view on the Web, you need to follow these steps:
- Go to Task menu.
- The following is a web view that appears after you click the Task menu with the features provided.
No Menu Information 1 Add a Task To add tasks one by one or bulk upload. 2 Download To download the task in excel format. 3 Bulk Change To change the owner of the task in large quantities at once. 4 Delete To delete multiple selected tasks at once. 5 List View To change the appearance of the Tasks in the form of a list (as in the picture). 6 Calendar View To change the appearance of the Tasks in the form of a list (as in the picture). 7 Board View To change the appearance of Tasks in the form of a board. 8 Filter To view tasks with certain settings. 9 Search To search for tasks by name. 10 Show To set how many tasks are displayed on one screen. 11 Quick Add To quickly create a new task. 12 Edit To change or update a task. 13 Delete To delete a task. 14 Page Shows how many pages of the Tasks are displayed from the entire Tasks page.