eWay-CRM Tasks module gives you the list of tasks right in eWay-CRM. It is up to you whether you want to synchronize tasks with Microsoft Outlook or have different tasks in eWay-CRM and different in Microsoft Outlook.
This article focuses on the basics of the Tasks module in eWay-CRM Web. If you want more general information about this module, please go to the description of the module for eWay-CRM Outlook.
Clicking the module name in the top part of the eWay-CRM Online page, you get into the tasks list.
When you click the link, you will see the list of all items that your user has permission to.
You can search items in the list, filter them, customize the list, etc. For more information about list opinions, go to List of Items Introduction.
When you click an item, its preview panel shows on the right side of the web page where you can see the values of the items and also some relations. For more information about the preview, go to Item Preview.
Find out basic information about items creating and editing here: Create and Edit Items.
If you want to open an item, just double-click it. You will see similar detail:
|Superior Item||A marketing campaign, task, project, or deal the task is related to.|
|Customer||A company related to the task.|
|Contact Person||A contact related to the task.|
|Subject||The name of the task.|
|Start Date||The date when the processing of the task started.|
|Due Date||Th date when the task should be completed.|
|Reminder||Set the reminder - the date and time when reminder pops up.|
|Priority||Set how important the task is.|
|Completed (%)||Per cent shows how much of the task is completed.|
|Solver||The user that should complete the task. If the user is not same as Delegator, he or she will be informed by email that there is new task after save of this task.|
|Delegator||The field cannot be changed, there is the user who created the task.|
|Note||The general text you can add to your task.|
When you want to display other fields, customize your dialog, use Form Designer in eWay-CRM Outlook. eWay-CRM Web will display a dialog similar as in Microsoft Outlook, but some differences can happen due to the position of field groups in eWay-CRM Outlook - eWay-CRM Web does not use only the horizontal position of the field group, but the vertical is also important, e.g. when the group is on the right in eWay-CRM Outlook but it is higher than the group on the left, it is displayed higher in eWay-CRM Web.
The top part of the item detail allows you to do some basic operations with the item and informs you about the item:
|Save and Close icon||Save all changes and close the dialog.|
|Save icon||Save all changes.|
|Delete icon||Delete the item if you have appropriate permissions.|
|Profile Picture||The picture you related with the item.|
|Basic Information||Right next to the profile picture, you have basic information about the item so you do not need to find them anywhere else.|
|Add New||Click the button and select the module on the list. A new item window pops up. Fill in values, save the item, and the relation to it is created. For more information, go to Work With Relations.|
|Link to Existing||Click the button and select the module on the list. The list of all available module items appears. Select the item you want and the relation to it is created. For more information, go to Work With Relations.|
Complete the Task
When the task is finished, you want to mark it as completed so you can move to other ones. eWay-CRM Online allows you to do it as easily as possible.
You can complete the task right in the list, just right-click the task and select Mark as Complete.
You can easily complete tasks in the item preview: just move the cursor over the task icon - it turns green - and click it. The task is completed. The user must have permission to move to the status and all actions related to the workflow must be met.
If you have task detail opened, you can complete it by clicking Mark as Complete in the top menu.
The next option is to move the task to the Completed state - see Task Workflow below.
If you are using the Board view and you have grouping by State (default grouping), you can complete the task just by dragging it and dropping it into the Completed column.
The Tasks module has workflow - you can set different statuses for tasks to describe their process; flows between statuses can also have some actions that are proceeded.
For more information about workflow, go to Work With Workflow.