CRM KIA

Task Management System

Task Management provides structured internal coordination — ensuring every delegated responsibility has an owner, a deadline, and a tracked outcome.

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Notification sent
Overdue auto-flagged
TASK#TSK-2025-0187
In Progress
Task titleFollow up with Mehta Industries for quotation approval
Assigned ToNeha S.
Start Date10 Nov
End Date14 Nov
PendingIn ProgressClosed
2 attachments Due in 2 days
Re-assignAttachments
Mark Complete
4Task Statuses
8Task Fields
12Steps in the Workflow
AutoOverdue Flagging
12.1 Task Statuses

Task Statuses

Every task is always in one clear state — and tasks that miss their deadline are flagged automatically.

Pending
STEP 1
In Progress
STEP 2
Closed
STEP 3
Overdue
AUTO-FLAGGED
12.2 Task Fields

Task Fields

Eight fields capture who does what, by when, and with which supporting material.

Task#TSK-2025-0187
Task ID

Auto-generated unique identifier

Task Title

Clear description of what needs to be done

Assigned To

Employee name and user type

Start Date & End Date

Deadline tracking — auto-flags overdue

Attachments

Supporting documents or reference files

Task Description

Detailed instructions or context

Task Status

Pending → In Progress → Closed

Pending→In Progress→Closed

Re-Assign Option

Transfer the task to another user if needed

12.3 Task Workflow

Task Workflow

From creating a task to closing it — including what happens when a task is on hold or needs to be reopened.

Start
1
Create Task
2
Assign to User
3
Send Notification
4
User Starts Work
5
Ongoing
6
Is the task on hold?
YesNo
Yes↓ 7a · On Hold
No↓ 7b · Continue Work
8
Task Completed
9
Manager Review
10
Reopen / Reassign?
YesNo
Yes↓ 11 · ReopenReturns to step 5 — Ongoing
No↓ 12 · Close Task
Inside the CRM

Create Tasks and Track Them

Add a task in seconds and follow every task by status from one list.

1

Add New Task

Project *Select Project
Title *Enter Title
Start Date *Select a date
Start Time *Select time
End Date *Select a date
End Time *Select time
Assign to *Users
AttachmentClick to upload (PDF, JPG, DOC)
Task Description *Enter task details
Create
2

Task List by Status

+ Add TaskPendingOngoingHoldCompletedClosed
Task IDTask TitleAssigned ToDue DateStatus
TSK-0187Quotation follow-upNeha S.14 NovIn Progress
TSK-0186Site visit reportAmit V.12 NovOverdue
TSK-0185Update price listRahul G.15 NovPending
TSK-0184Dealer meeting notesPriya V.09 NovClosed

Ready to give every task an owner and a deadline?

Get a live walkthrough of the Task Management System.

Book a Free Demo Call +91-9811475755