Tasks are a great tool for getting an overview of both internal tasks and tasks directly related to a customer or a sale. You can create and assign tasks to both yourself and your colleagues. The task overview can be found in the menu on the left by tapping [Tasks].
Custom workflow
You can create your own workflow for your tasks. A workflow allows you to define which steps your tasks must go through before they can be marked as completed. You can create as many different workflows as you like, with as many steps as you want.
Set the steps in the workflow that suit your company's work routines and make it easier for all users to keep track. With this feature, you can adapt the tasks to your company's workflow.
💡 Tip: If you create multiple workflows with different steps, they will all be visible in the task overview, unless you filter the overview.
Work in parallel with two workflows
Let's say the sales department in your company works with Workflow. They have the steps Not started, Started, Canceled and Completed.
The support department, on the other hand, works with Workflow #2, and they have the steps Unassigned, In Progress, Pause | Pending and Done.
In the system, everyone must have the same view of tasks in the task overview. To get an even better overview of the workflow of one of the departments, you can use filtering.
An example would be, a user in the system works in the support department and therefore does not want to see the tasks of the sales department. The user can solve this by filtering the task overview for their own user.
To do this, click on the cogwheel and select the user in the CRM, under Assigned.
You can then see that the steps related to the other workflow disappear and the user is left with tasks that are only assigned to themselves. The steps shown in the task overview are also only steps related to workflow #2.