Questions about the Task/Job Module

Question 1. How can I add viewers to a task on Getfly?

To add viewers to a task in Getfly, follow these steps:

  • You must have permission to edit the task.

  • The person you want to add as a viewer must have task access rights and must be a related person in the project where the task belongs.

Add a viewer to an individual task:

  • Go to Task details → Click Add Related Person.

Add viewers to multiple tasks at once:

  • On the project’s task list view, use filters to display the tasks → Select multiple tasks → Click Viewer in the toolbar.

Due to interface and feature design, comments made in a task are not automatically linked to the customer profile.

To ensure a comment is saved to the customer’s interaction history, you can choose one of the two following methods:

  1. Comment directly in the customer’s detail screen:

Go to the customer detail page → Enter your comment in the exchange/comment box → Click Send to save the information.

  1. Comment in the Opportunity detail screen:

Go to the Opportunity detail page → Enter your comment in the exchange box → Click Send.

→ These interactions will automatically be linked to the customer’s communication log.

Question 3. How can I monitor and manage employees' tasks in Getfly?

Monitoring and managing employee tasks is essential to ensure work progresses on schedule and to help allocate tasks effectively.

To view employees’ schedules, you must be granted the “View All” permission under the Task Management function in the system.

Instructions:

Once granted access, go to the Task module → Select Calendar → Click Filter → Choose the responsible employee → Select a time range (month/week/day) → The screen will display the employee's task schedule accordingly.

Question 4. Why can’t I find the account of the person I want to add to a task?

The person you want to add must have:

Access rights to Task Management, and

Be a related person in the project.

To add someone to a project:

  • Open the project detail screen → Click Project Info → Click the "+" icon to add a related person.

  • Enter the name of the account you want to add → Click Add.

  • After the person has been added to the project, you can go to a specific task within that project and click the "+" icon to add them as a related person in the task.

Question 5. How can I edit the workload in a task on Getfly?

Workload refers to the total set of tasks, duties, or responsibilities assigned to an individual, team, or organization over a specific period. It can be measured by the number of tasks, the time required to complete them, or their complexity—depending on the internal standard of each organization.

To edit a task's workload: Your account must have permission to edit tasks.

You must be one of the following:

  • The task assigner

  • The superior of the assignee (highest level in the same or different department)

  • The superior of the assigner (highest level in the same or different department)

Steps:

Go to the Task detail screen → Click on Workload → Edit → Press Enter to save changes.

Question 6. How to change the assignee of a task on Getfly?

To change the task assignee in Getfly, follow these steps:

  1. Permissions

To reassign a task to a new person in charge, you must have permissions to access, edit tasks, be a related person in the task, and be in one of the following roles:

  • The task assigner

  • The supervisor of the current assignee (in the same department or the highest-ranking if in a different one)

  • The supervisor of the assigner (same logic as above)

  1. Step-by-step Guide

Method 1: Change the assignee for multiple tasks at once

  • Go to Projects or Tasks: Navigate to the project list containing the tasks to be reassigned.

  • Select the tasks: Check the boxes next to the tasks you want to reassign → Click "Change Assignee"

  • Select the new assignee → Click Update

Method 2: Change the assignee for a single task

  • Open the task details → Click the assignee’s name → Select the new assignee → Click OK

  • Or click the Edit icon → Re-enter the name of the new assignee

  1. Note

  • If the current assignee has been deleted from the system, you can search by selecting the “Include deleted users” option to find and select them.

  • You can then proceed to change the task assignee using either of the two methods above.

Question 7. When sales staff perform tasks with customers (calls, emails, meetings), is there a filter to track each task type?

Yes, Getfly provides two ways to track the types of tasks sales staff perform with customers:

  1. Track by task type on the Task Management screen

Go to Tasks → Choose Timeline → Click Filters → Select the task type and any other desired criteria → Click Apply

The system will display and count all tasks matching the selected type(s)

  1. Track by task type using Summary Reports

  • This feature allows you to track and summarize task types by staff members

  • Go to Staff Reports → Select Task Report

  • In the Customer Interactions during the period section, you'll see a breakdown of task types by customer and staff

Question 8. How to add, edit, or delete task types in Getfly?

  1. Permissions

You must have admin rights to perform these actions.

  1. Add a new task type

Go to Settings → System Configuration → Tasks → Click Add New Task Type

  1. Edit a task type

Click the Edit icon next to a task type name to make changes.

  1. Delete a task type

The default task types (Email, Meeting, Phone Call, Task) cannot be deleted.

However, custom task types can be deleted by clicking the Delete button.

Question 9. How to insert an image into a task description

To insert an image into a task description in Getfly 6.0, follow these steps:

Step 1: Upload the image to Getfly

  • Go to the Documents section → select My Documents or Shared Documents → Upload the image to Getfly → Copy the image link.

Step 2: Insert the image into the task content

  • When creating a new task, click on the image icon in the task description area.

Step 3: Paste the image link

  • Paste the copied image link into the Source field.

  • Adjust the image size using the Width and Height fields → Click Save.


Question 10. Subtask list pagination in the parent task details

To help manage a large number of subtasks more efficiently within a parent task, Getfly has introduced pagination for the subtask list. Here’s how it works:

1. How it works

a. Displaying the subtask list

  • When opening a parent task, the list of subtasks is displayed in pages for easier navigation.

  • Each page shows a maximum of 10 subtasks.

b. Navigating between pages

  • To view the next page of subtasks, click the “>” icon.

  • Continue clicking to view additional pages if available.

c. Sorting order of subtasks

  • Subtasks are automatically sorted by creation date (priority order):

    • The most recently created subtasks appear at the top.

    • Older subtasks appear below.

This pagination feature helps optimize loading speed and provides clearer, more manageable task tracking — especially for teams handling a high volume of subtasks.

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