Task Management in Vryno CRM
What are Tasks?
Task Management in Vryno CRM allows businesses to create tasks, prioritize and assign them to individuals or teams. This allows for collaboration and coordination between teams, and it can help to keep track of progress and ensure that tasks are completed on time.
Important Fields in Tasks
Title: Brief description or summary of the task in Vryno CRM
Due Date: Deadline or expected completion date for the task in Vryno CRM
Reminder At: Time or event when a reminder for the task is triggered in Vryno CRM
Related To: Links the task to a related record or entity in Vryno CRM
Owner: Designated individual responsible for the task in Vryno CRM
Assignee: Person assigned to complete the task in Vryno CRM
Status: Current stage or progress of the task in Vryno CRM
How to Create Tasks in Vryno CRM
There are three ways to create a task.
- From the Tasks module
- Using Quick Create
- By Bulk Import
How to Create a Task from Tasks Module
Follow these steps to create a Tasks from the Tasks module:
Step 1: Log in to your CRM account
Step 2: Click on Tasks on the Top Menu Bar
Step 3: Click on “+ Task”
Step 4: Fill the required details & click on Save to save the record or Save & New to continue creating more tasks
How to Create a Task from Quick Create
Quick Create is a handy option for creating records from anywhere in the CRM. You can identify Quick Create by the + icon on the top bar of your CRM screen.
Follow these steps to create a contact using Quick Create:
Step 1: Log in to your CRM account
Step 2: Click the + icon and choose Tasks
Step 3: Fill the details and click on Save
How to Create Tasks from Bulk Import
You can import multiple tasks at once using the Bulk Import Feature of Vryno CRM.
To learn more, click here
Tasks Module Views
There are three different views available for Tasks Module:
1. Grid View
2. List View
3. Kanban View
How to change Assignee in Tasks Module
There are two ways to changing assignee in Tasks Module:
1. By Editing Individual Tasks
Step 1: Log in to your CRM account
Step 2: Click on Tasks on the Top Menu Bar
Step 3: Click on the edit button next to the Task you want to change Assignee for
Step 4: Navigate to the Assignee field, remove the existing Assignee and choose a new one amongst the users added in the CRM
Step 5: Click on Save
2. Through Mass Update
Step 1: Log in to your CRM account
Step 2: Click on Tasks on the Top Menu Bar
Step 3: Click on the three dots on the Top Right Corner of the screen and click on Mass Update
Step 4: Choose the conditions on the basis of which you want assign records
Step 5: Choose the records for which you would like to update and click on Mass Update
Step 6: Choose the Assignee and Click on Update
Mass Deleting Tasks
Follow these steps to Mass Delete Tasks records:
Step 1: Log in to your CRM account
Step 2: Click on Tasks on the Top Menu Bar
Step 3: Select the record/s that you want to delete by clicking on the checkbox next to them, click on Actions on the top and choose Delete Selected
Step 4: A dialogue box will appear in front of you for confirmation, click on Delete to delete the chosen records
These records move to the recycle bin that can be restored if required later
How to Create Custom Views in Tasks Module
Follow the below steps to create Custom Views in Tasks Module
Step 1: Log in to your CRM account
Step 2: Click on Tasks on the Top Menu Bar
Step 3: Click on the three lines on top left corner to access Custom Views & Click on +Custom View
Step 4: On the left side, Enter the name of the Custom View, below that choose the fields you would like to see in the module view from the Available Fields section and Click on the arrow pointing to the right side to bring them to the Selected Fields section
Step 5: On the right side, set up the conditions and Order for the records, you can also setup relation between two conditions like AND, OR, AND NOT, & OR NOT
Step 6: Once done, Click on Save
