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Tasks System

The Tasks System provides comprehensive task management capabilities, helping you and your team stay organized and track progress on important activities.

Overview​

The Tasks System enables you to:

  • Create and assign tasks to team members
  • Set different task types (Todo, Call, Email)
  • Track task completion and deadlines
  • Organize tasks by queue
  • Set priorities and reminders
  • Collaborate with task followers

Creating Tasks​

Manual Task Creation​

  1. Click the Add button or + to create a new task
  2. Fill in task details:
    • Label: Clear, action-oriented title (required)
    • Task Type: Todo, Call, or Email
    • Description: Additional details and context
    • Due Date: When the task should be completed (required)
    • Priority: Set task importance level
    • Assignee: Team member responsible (required)

Task Types​

  • Todo: General tasks and action items
  • Call: Phone call reminders and follow-ups
  • Email: Email-related tasks and communications

Task Properties​

Basic Information​

  • Label: The task title describing what needs to be done
  • Description: Detailed information and instructions
  • Task Type: Categorizes the task (Todo, Call, Email)
  • Due Date: Deadline for task completion
  • Remind Me: Set reminder notifications

Priority Levels​

Tasks can be assigned different priority levels to indicate importance and urgency. The system supports customizable priority options.

Assignment and Collaboration​

  • Assigned To: Primary person responsible for the task
  • Followers: Additional team members who receive updates
  • Queue: Optional organizational grouping for tasks
  • Contact: Link tasks to specific contacts

Task Management​

Task List Views​

The task list provides a comprehensive view of all tasks with:

  • Expandable rows to view description and followers
  • Quick completion buttons
  • Inline editing capabilities
  • Real-time updates

Filtering Options​

Filter tasks by:

  • Incomplete Tasks: Show only open tasks
  • Due Today: Tasks due within the current day
  • Assignee: Filter by assigned team member
  • Priority: Filter by priority level
  • Queue: Filter by task queue

Sorting Options​

Tasks can be sorted by:

  • Task Type
  • Label (alphabetically)
  • Assignee
  • Completion status
  • Priority level
  • Due date

Task Actions​

  • Complete Task: Mark tasks as completed with one click
  • Edit Task: Modify task details
  • Delete Task: Remove tasks (with confirmation)
  • Reassign: Change task assignee (with proper permissions)

Task Statuses​

Tasks have two main states:

  • Open: Task is not yet completed
  • Completed: Task has been marked as done

The system tracks completion timestamps for reporting and analytics.

Reminder Settings​

The system provides flexible reminder options:

  • No Reminder: No notification sent
  • At task due time: Reminder when task is due
  • 30 minutes before: Early warning reminder
  • 1 hour before: Standard advance notice
  • 1 day before: Next-day preparation
  • 1 week before: Long-term planning reminder

Reminders help ensure important tasks aren't forgotten and give adequate preparation time.

Task Permissions​

The system includes role-based permissions:

  • assign_task: Ability to assign tasks to team members
  • reassign_task: Permission to change existing assignments
  • delete_task: Authority to remove tasks
  • view_all_tasks: Access to all team tasks

Integration Features​

Contact Integration​

  • Link tasks directly to contacts
  • View contact details from task list
  • Quick access to contact profiles
  • Track contact-related activities

Queue System​

Tasks can be organized into queues for:

  • Department-based organization
  • Priority grouping
  • Workflow management
  • Team distribution

User Interface​

Responsive Design​

The task system supports both:

  • Element UI: Traditional desktop interface
  • Vuetify: Modern, mobile-friendly design

Quick Actions​

  • One-click task completion
  • Inline assignment changes
  • Expandable detail views
  • Bulk operations support

Best Practices​

Task Creation​

  • Use clear, action-oriented labels
  • Always set a due date
  • Assign to a specific person
  • Add detailed descriptions for complex tasks
  • Choose appropriate task type (Todo, Call, Email)

Task Management​

  • Review and update tasks regularly
  • Use filters to focus on priorities
  • Complete tasks promptly when done
  • Add followers for better collaboration
  • Utilize queues for organization

Team Coordination​

  • Ensure proper task assignment
  • Use reminders effectively
  • Keep task descriptions updated
  • Monitor team workload
  • Regular task list reviews

Data Validation​

The system enforces:

  • Required Fields: Label, Task Type, Assignee, Due Date
  • Date Validation: Due dates must be in the future
  • Assignment Rules: Tasks must have a valid assignee
  • Reminder Logic: Reminders require a due date

Error Handling​

Common validation messages:

  • "Task label is required"
  • "Task type is required"
  • "Task must be assigned to someone"
  • "Due date is required"
  • "Can't have a reminder without a due date"

Tips for Effective Task Management​

  1. Use Task Types Appropriately

    • Todo: General action items
    • Call: Phone-related tasks
    • Email: Email communications

  2. Set Meaningful Priorities

    • Use the priority system to highlight urgent items
    • Review high-priority tasks first

  3. Leverage Followers

    • Add team members who need visibility
    • Keep stakeholders informed

  4. Organize with Queues

    • Group related tasks together
    • Assign tasks to appropriate departments

  5. Utilize Reminders

    • Set reminders for time-sensitive tasks
    • Choose appropriate lead times