Tasks
A practical guide to the Tasks module.
- Creating and editing a TaskTask creation, key fields, tags, and editing.
- Tasks list, Kanban, calendar, filters, and templatesTasks search, views, filters, and saved list configurations.
- Tasks participants, visibility, and permissionsAssignees, followers, visibility, plans, and common visibility scenarios.
- Task card, statuses, and workflowWork execution, statuses, approval, next action, and copying.
- Checklist items, comments, files, and remindersTask breakdown, communication, attachments, reminders, and automated notifications.
- Tasks Time TrackingTimer, manual time entries, estimate, and actual time verification.
- Recurring Tasks and DependenciesRecurrence schedules and links constraining the start or end of Tasks.
- Tasks templates and setsTemplates for a single Task and sets of multiple related tasks.
- Billing and InvoicesRates, recorded time, and financial document preparation.
- Tasks settings, types, objectives, and statusesAdministrator classifiers, rules, notifications, and module settings.
- Tasks bulk actions, import, export, and reportsSecure modification, import, and export of large data volumes, and verification of results.
- Automatic creation of Tasks from other modulesLaunching Tasks templates from Leads, Opportunities, projects, and Tickets.
- Tasks notifications and recipientsSystem and email notification events, recipients, and channel settings.
- Tasks Calendar and External SynchronizationSynchronization of the Hanna calendar and Tasks with Google and Microsoft Outlook.
- Tasks deletion and recovery limitsImpact of deleting the record on related data and actual data recovery.
- Task Items and Stock Write-offOptional management of Items, warehouses, batches, and Stock Write-off within the task.
- Optional "Earnings" and "My Events" TabsOptional earnings accounting and related event features for the Maximum Plan.
- Route planningOptional arrangement of Tasks into Staff routes, mapping, and optimization.