Task Page Updates

Originally Posted: October 06, 2022

In this tutorial, we will be discussing the recent updates made by the RDT Solar Software CRM development team to the task list feature within the system. These updates aim to make the task list more user-friendly and efficient, with improvements to the visual display and added functionalities. In this post, we will break down the updates and how to use them to improve your task list management.

Visual Display Improvements: The first update made to the task list feature is the visual display improvements. When you navigate to contacts and tasks, you will be redirected to the page where you can view all your tasks. The visual display of the columns has been enhanced, making it easier for you to use and more user-friendly. Additionally, when you hover over the name of a task and its description, you can see a more detailed description of the task.

Assigning Tasks: The second update made to the task list feature is the ability to assign tasks to users. Under the assignee column, if there is a task that is not assigned, you can click the hyperlink to assign the task and choose a user to assign it to. This feature makes it easier for team members to know which tasks they are responsible for and to keep track of their progress.

Marking Tasks as Complete: The third update made to the task list feature is the ability to mark tasks as complete. You can mark the status as complete from right within the status column. This feature makes it easier for team members to keep track of which tasks have been completed and which ones still need attention.

Editing and Deleting Tasks: The fourth update made to the task list feature is the ability to edit and delete tasks. Using the three-dot drop-down menu on the right-hand side, you can mark a task as complete, edit the task, or delete the task. This feature makes it easier to manage your task list and ensure that it is up-to-date and accurate.

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