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BuildRunKit CRM: Tasks Sub-Section

BuildRunKit CRM: Tasks Sub-Section

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The Tasks sub-section helps you organize action items, set follow-up deadlines, and track execution across all CRM contact records and sales opportunities.

Header & Action Buttons

  • + New Task: Direct action button to open the task creation modal.

  • Generate Report: Opens the CRM Tasks Report export window:

    • Export Count: Indicates total targeted task entries (e.g., Exporting 1 records).

    • Export Format Options: Download task lists via Export as PDF or Export as CSV.

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Task Summary Metrics Top KPI cards highlight workload and deadline urgency:

  • Total Tasks: Displays the cumulative count of all logged task records.

  • Pending: Tracks open action items awaiting action.

  • Completed: Counts resolved tasks marked as done.

  • Overdue: Highlights past-due action items requiring immediate attention.

  • Upcoming: Displays scheduled future tasks with approaching target dates.

Directory Controls & Search Bar

  • Search tasks...: Text input field to locate task items by title or keyword.

  • All priorities Dropdown: Filter tasks by urgency level (e.g., High, Medium, Low).

  • All statuses Dropdown: Filter by execution state (e.g., Pending, In Progress, Completed).

  • All owners Dropdown: Filter tasks by assigned team member.

  • View Switches: Toggle display format between Table (list view) and Grid (card view).

  • Rows per page & Pagination: Adjust visible items per page and step through task lists.

Tasks Table Data Columns

  • Title: Name and summary of the action item.

  • Priority: Visual urgency badge (e.g., Medium).

  • Due Date: Targeted completion deadline.

  • Status: Current progress indicator (e.g., Pending).

  • Row Actions Menu (...): Quick management options for individual rows:

    • Edit: Opens the setup editor to adjust task details, deadlines, or priority.

    • Mark complete: Instantly toggles status to completed.

    • Delete: Removes the task entry from your workspace.

BuildRunKit CRM: Creating a New Task

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Clicking the + New Task button opens a setup modal to log and assign individual action items:

  • Title *: Required text field to enter the task name or core action.

  • Due Date: Date picker input to assign a completion deadline.

  • Status: Dropdown selector to set current progress state (Todo, In Progress, Complete, or Cancelled).

  • Priority: Dropdown selector to set urgency (Low, Medium, High).

  • Contact: Dropdown menu to link the task to a specific client record.

  • Deal: Dropdown menu to associate the task with a specific sales opportunity (requires selecting a contact first).

  • Owner: Dropdown selector to assign task responsibility to a team member in your workspace.

  • Description: Multi-line text field for additional context, steps, or execution notes.

  • Modal Actions: Click Cancel to discard or Save to create the task record.

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