SuiteCRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.
You can access the Tasks actions from the Tasks module menu drop down or via the Sidebar. The Tasks actions are as follows:
Create Task – A new form is opened in Edit View to allow you to create a new Task record.
View Tasks – Redirects you to the List View for the Tasks module. This allows you to search and list Task records.
Import Tasks – Redirects you to the Import Wizard for the Tasks module. For more information, see Importing Records.
To view the full list of fields available when creating a Task, See Tasks Field List.
To sort records on the Tasks List View, click any column title which is sortable. This will sort the column either ascending or descending.
To search for a Task, see the Search section of this user guide.
To update some or all of the Task on the List View, use the Mass Update panel as described in the Mass Updating Records section of this user guide.
To duplicate a Task, you can click the Duplicate button on the Detail View and then save the duplicate record.
To close a Task, click on the 'x' icon on the Tasks List View. You can also close a Task by clicking the Close button on the Detail View of a Task. You can also click the Close and Create New button. This will close the Task you are viewing and redirect you to the Edit View to create a new record.
To delete one or multiple Tasks, you can select multiple records from the List View and click delete. You can also delete a Task from the Detail View by clicking the Delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.
To view the details of a Task, click the Task Subject in the List View. This will open the record in Detail View.
To edit the Task details, click Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.
For a detailed guide on importing and exporting Tasks, see the Importing Records and Exporting Records sections of this user guide.
To track all changes to audited fields, in the Task record, you can click the View Change Log button on the Task’s Detail View or Edit View.
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