My Tasks

What does the section labelled "My Tasks" mean?

If you don't want to re-assign the ownership of a lead to someone else but still want to delegate a task, you can utilize the "Add Task" option. This allows you to retain ownership while assigning a task to another person.

The assigned individual can view and complete the task, updating its status. Meanwhile, the person who assigned the task can check the status and dispose of the lead based on the actual status update.

Let's discover how to add or assign a task:

  1. Within any lead, in addition to lead information and disposing of the lead, there is an option called 'Others.' Here, you can add a task or assign a task for that specific lead to someone else.

  1. Upon clicking on that option, you'll be redirected to a new window where you can assign a task or add a task by clicking on the 'Add New' button next to the 'Task Details' section.

  1. Once you click on the "Add New" button, enter basic details such as the person you want to assign the task to, the deadline for completing the task, and any remarks for better understanding. After entering all the details, make sure to click on "Add" to assign the task.

  1. On the left-hand side of the screen, just above the Report Section, there is an option labeled 'My Task.' This option provides access to all the available tasks. This feature enables users to conveniently search for tasks. It consists of two main sections:

  • Assigned to me

  • Reported by me

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