Adding and managing tasks

How to add and manage tasks

To add a new task

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Tasks.

  3. Click Add task.

  4. Complete the required fields (see the table below for a description of each option).

  5. Click Save.

add_new_task__1_.pngAdding a new task 
 

Option

Description

Customer

Select the customer that the task relates to

Location

If you manage more than one space from your Nexudus Spaces account, select from the drop-down list the location of the space that is going to see the task

Task description

Enter a description of the task

Due date

Select a due date for the task

Notes

A free form box to add useful notes

This task has been completed

The options are Yes and No

Responsible

The options available are:

  • Select the person responsible for the task from the drop-down list

  • Notify the responsible by email when the task is due (select Yes or No)

  You can also add a task to a member account (Operations > Members & Contacts > (select member) > CRM > Tasks)

Once you have added a task it can be added to a task list or a member account or simply viewed in the list of tasks.

To view a list of tasks

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Tasks.

viewing_task_lists__1_.png
Viewing the list of tasks
 

To edit a task

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Tasks.

  3. In the list of tasks, click the name of the one to edit.

  4. Make the necessary changes (see the table above).

  5. Click Save changes.

edit_task.pngEditing a task 
 

To delete a task

  1. If the side menu is not visible, click .

  2. In the side menu, click CRM, then click Tasks.

  3. At the end of the task you want to delete, click. A pop-out menu is displayed.

  4. Click Delete.

delete_task.png
Deleting a task
 
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