Goldilocks CRM: Tasks
Goldilocks CRM: Tasks
The Tasks module allows you to manage your daily to-do lists and stay on top of important project deadlines.
Tasks Dashboard Overview
The main dashboard provides a high-level summary of your current workload through five key metric cards:
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Total: The overall count of all tasks assigned to you.
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Pending: Tasks that are currently open and awaiting action.
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Completed: A count of all finalized tasks.
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Overdue: Tasks that have passed their assigned due date without being completed.
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Upcoming: A look-ahead at tasks scheduled for the near future.
Managing Your Task List
You can organize and find specific tasks using the following tools:
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Search Bar: Locate tasks quickly by searching for their title, description, or the assigned team member.
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Filtering: Narrow your view by using the All Priorities or Due Date dropdown menus.
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Quick View Tabs: Switch between status-specific lists, including All Tasks, Pending, Completed, Overdue, and Upcoming.
Adding a New Task
To create a new entry, click the brown + Add Task button at the top right of the screen. This opens the Add New Task window:
Task Information:
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Task Title: Enter a clear, concise name for the task.
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Description: Add optional details or specific instructions for the task.
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Priority: Use the dropdown to set the importance level (e.g., Medium Priority).
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Due Date: Click the calendar icon to pick a specific deadline.
Connections & Finalization:
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Link to Contact or Deal: Optionally link the task to a specific person or sales opportunity for better organization.
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Save: Click the brown Add Task button at the bottom right to save the task to your list.
Generating a Tasks Report
To export your current task data, click the Generate Report link in the top right corner.
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Choose Format: Select either PDF (best for printing/sharing) or Excel (best for data analysis).
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Finalize: Click Preview to check the layout or Generate Report to download the file.