A task is a specific work that is usually a time bound. In Centra HUB CRM, tasks are listed in the record's Home page, Activities home page, and in other related records.
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Enter the subject of the task.
Select the status of the task from the drop-down list.
From the drop-down list, Select to whom the task is assigned.
Select module for which task is related.
Enter the contact of the person.
Select the due date of task to be completed.
Define the priority of task from the drop-down list whether it is low, high or medium.
To send an email notification of a task. Select the check box of send email notification.
Select email template from the drop-down list for email notification.
Note: You have Save and New option to save the current task and automatically load a new page to create a new task or Cancel to cancel the current task creation.
To view all the type of tasks. You can even select from the drop-down list in view.
To edit the task on the home page.
From the home page also you can create a new task.
To perform various kinds of activities.
To sort the tasks which are created by the specified user.
To view the task list in the split view screen.
To edit details regarding the task.
To clone the selected task and enter the desired details.
To print the task.
To delete the task.
Create tags and use these tags anywhere in the module.
Shows all the activities related to the task.