Tasks

  • Create New Task

    In order to create a new task, from the main menu navigate to Tasks and click on the New Task button. Subject – Enter the subject for the task in order ...
  • Add New Task Status

    NOTE: This feature is available starting from version 1.6.2 By default ECRMRP ships with 5 predefined statuses, Not Started, In Progress, Testing, Awaiting Feedback, Complete but you can inject new statuses with simple ac...
  • Disallow project members to see all project tasks

    By the default all project related tasks are visible to all project members.If you want only to show the tasks where the staff member is assigned/added as follower you need to turn off Allow all staff to see all tasks related to p...
  • Linking task

    Task can be linked to any important features in ECRMRP CRM to keep track of your work and assign important actions to your agents. Go to Tasks menu item from the main admin menu and on the top right button click&#...
  • Recurring Tasks

    Recurring tasks is a feature that allows you to create tasks that will repeat on a given period. To create recurring task go to the Tasks menu in the admin area and click on the top left button New ta...