Overview

Task Management turns follow-up work into visible, accountable assignments. Sales, customer service, and managers can use tasks to define what must happen, who owns it, when it is due, and how the work is progressing.

What a task provides

A task can include a title, description, status, priority, due date, assignees, comments, attachments, and time entries. Search, filters, summary cards, and the task list help users focus on relevant or urgent work.

Recommended workflow

1. Search the task list to confirm the work has not already been assigned.
2. Create a task with an action-oriented title, sufficient context, the responsible assignee, an appropriate priority, and a realistic due date.
3. Update the status as work progresses and edit the task when scope or ownership changes.
4. Use comments for collaboration, attachments for supporting files, and time entries when effort must be recorded.
5. Complete the task only when the requested outcome is delivered; remove it only when deletion is genuinely appropriate.

Writing effective tasks

A useful task describes an observable outcome, not a vague topic. “Send revised proposal to PT Nusantara by Friday” gives the owner and team more clarity than “Follow up customer.” Put background information in the description and use comments for subsequent updates.

Daily use

Filter tasks by status, priority, assignee, or date to plan the day. Review overdue and high-priority work first, then check tasks waiting on another person. See Tips & Best Practices for team conventions.