This week we are further developing the CRM functions of our system, as a first fruit of this, Task Management is now available within the application elements!
Tasks in Applications
- A new task button has appeared in the applications
- In the application list, admin users see an option called "Set Application Task Types" which allows setting the possible task types
- Admin users, after clicking on the new task button, will also see the Setting option in the pop-up menu
- When setting task types, you can specify which user or user group should be the default responsible after creating the task
- When you create a task for someone, they will see it when they open the application item, showing the task, its deadline (the system highlights it in red if the deadline has passed). If there are multiple tasks for someone, the system displays them as cards stacked on top of each other. These tasks can be marked as complete when done. The system also stores the completion time.