Task Management

1. Benefits

The Getfly CRM app provides essential task management features to help businesses streamline work processes, including:

Create and Track Tasks: Easily create and monitor tasks in real time. Track progress, exchange updates, and receive automated notifications upon task completion.

Assign Tasks Effectively: Assign tasks to individuals or groups with just a few taps. Monitor task progress across team members or departments.

Create and Manage Projects: Quickly create projects and track their progress. Add notes, assign team members, and receive completion alerts.

2. Creating, Editing, and Deleting Tasks

2.1 Create a New Task

To create a new task, tap the Task icon, then tap the ➕ button.

Enter the following fields:

(1) Task Name: Use a clear naming convention to differentiate tasks.

(2) Content: Describe the task details or add relevant notes.

(3) Project: Assign the task to an existing project.

(4) Task Type: Select the appropriate task type.

(5) Color: Use color coding to categorize tasks.

(6) Workload: Estimate workload based on task complexity.

(7) Assigned To (Task Performer): Choose the main person responsible for the task.

(8) Related Users: Add related members or collaborators. You can tap the icon next to this field and select the users to be added.

(9) Execution Time: Set the start and end dates for the task. The system will send morning reminders for tasks starting or ending that day

(10)Related Customer: If the task is customer-related, select the customer and their contact person.

(11) Attachments: Upload relevant images or documents (image upload is currently supported).

After filling in the required fields, tap Save to create the task.

2.2 Create a Task from the Customer Details Screen

Tap the Customer icon → Open the details of a specific customer

Go to the Information tab → Tap Appointments

Tap the “+” icon to create a new task

Fill in the task details and tap Save

2.3 Task Details

The Task Details screen displays all task-related content and actions.

Quick Actions:

💬: React to the task with emojis.

🔗: Copy the task link.

✏️: Edit task details.

📍: Check in at the task location (useful for offsite meetings)

⭐: Mark task as important.

✅: Mark as completed.

❌: Cancel the task.

💬: Add an emoji to express your feelings about the task.

↕️: Drag and drop to update task progress.

Exchange Section: This section logs all discussions and updates related to the task.

To add a comment, type in the reply box. Use @username to tag other users. You can edit or delete your own comments (within 2 hours). Only task assignees and related users can comment on the task.

3. Task Management

From the main screen, tap the Task icon to access the task management dashboard.

• My Tasks: All tasks assigned to you

• Overdue Tasks:All tasks that are behind schedule.

• New Updates: Tasks with unread comments.

• Related Tasks: Tasks you’re involved in (but not directly assigned).

• Priority Tasks: Tasks marked as high priority.

• Delayed Tasks: Tasks that are overdue.

Tapping any category shows the related task list.

Example: Tapping New Updates displays tasks with unread activity in the details section.

You can also view your daily schedule by tapping the Appointments icon on the home screen. You can view today’s tasks, as well as previous and upcoming ones.

You can quickly search for tasks by name, assignee, task type, project, or task status.

Notes:

• Overdue or incomplete tasks are highlighted in red.

• By default, tasks are assigned to yourself, which is useful for personal scheduling.

• Adding related customers to a task is optional. However, when a customer is linked to a task, all involved users will have immediate access to customer information, making it easier to manage. Additionally, the task will be stored in the customer’s task history for future reference.

• Only the task assignee, their supervisor, or the highest-ranking person in the department has the authority to confirm task completion, edit, or delete the task.

• Tasks assigned to you or those in which you are involved will appear in the task notification section. Tasks you are assigned to complete or tasks with your name tagged will appear in the important notifications section.