The Task is a Qontak CRM feature where users can list and report their activities. These activities can be in the form of a Visit Plan, Follow Up, and others.
To view the Tasks view on the Web, you need to follow these steps:
- Open the Qontak application on your mobile phone. Enter your Username and Password. Click the “Login” button to get started.
- Selanjutnya klik menu “Task”.
- Berikut merupakan tampilan mobile phone yang muncul setelah anda menekan menu Task, dengan fitur-fitur yang disediakan.
No Menu Information 1 All categories Click the “dropdown icon” below to change the category. 2 Search bar You can directly search for the desired task by typing the Name or other details. 3 Filter You can filter tasks by Owner, Team, Company Association, Created date, Modified date, and all properties in the task menu. 4 Status Task State the status of the Task at a certain stage. 5 Task List List of Tasks that need to be completed. 6 Task Tag Click on the tags to access the list of companies and associations. 7 Add task You can add new tasks from this button, by selecting Add task or Upload File.