CRM Manager Tasks
Table Of Contents
The Tasks tab provides a central location for managing user tasks and to-do items within Khaos Control.
Tasks can be assigned to yourself or other users and can be linked to customers or suppliers. The screen includes a range of filters to help you quickly find tasks based on user, priority, task type, date range or customer/supplier URN.
For information about the Other Actions menu, press F9 or click the drop-down arrow and see CRM Manager Other Actions Menu.
Tasks Tab Layout
The [ CRM Manager | Tasks ] tab is divided into five sections:
- Filters
- Task Items Grid
- Task Breakdown Grid
- Task Extended Description
- Task Completion Description
Filters
Use the filters at the top of the screen to locate specific tasks.
All filters use Khaos Control's traffic light filtering functionality.
User
Filter tasks assigned to a particular user.
Priority
Filter tasks by priority level.
Priorities are configured in:
Type
Filter tasks by type.
Examples might include:
- Customer Service
- Administration
- Follow-Up
- Sales Activity
Task types are configured in:
URN
Filter tasks by the customer or supplier URN associated with the task.
Date From and Date To
Filter completed tasks within a specific date range.
Note: This filter only applies to completed tasks.
Task Items Grid
The Task Items Grid displays the main details of each task.
User
Displays the user assigned to the task.
URN
Displays the customer or supplier URN linked to the task.
Note: If the URN is not visible, press F8 to open the Company/Contact Assignment dialog.
Basic Description
A short description summarising the task.
Ord
Displays the task order number.
Priority
Displays the priority assigned to the task.
Priority values are configured in:
Type
Displays the task type assigned to the task.
Task types are configured in:
Act Hrs
Displays the total time recorded against the task.
This is a read-only field and is calculated from all entries recorded in the Task Breakdown Grid.
Created
Displays the date the task was created.
Complete
Displays the date the task was marked as complete.
HL
A checkbox used to highlight the task.
When selected, the task is displayed with a yellow background to make it easier to identify.
Task Colour Indicators
The task grid uses colour coding to help identify task status:
| Colour | Meaning |
|---|---|
| Red Text | Task is complete |
| Dark Green Background | Task has an associated reminder |
| Yellow Background | Task has been manually highlighted |
Tasks Tab Context Menu
Right-click within the grid to access additional options.
Go To Customer
Opens the selected customer's:
screen.
Go To Action
Opens any action associated with the selected task.
Assign Customer
Assign a customer or supplier to the selected task.
Press F8 to open the customer/supplier lookup.
Reset Customer
Removes any customer or supplier currently linked to the task.
Create Associated Action
Creates an action linked to the selected task.
Associated actions can:
- Create diary entries
- Generate reminders
- Help schedule follow-up activities
Reminder functionality depends on the settings configured in:
Delete Associated Action
Removes an action associated with the selected task.
Move Task/Action to Another User
Reassigns the selected task or action to another user.
Select the new user from the available list.
Create Comm Log Entry
Creates a communication log entry from the selected task.
The task must also exist on the:
tab.
Mark Item as Complete
Marks the selected task or action as complete.
Mark Item as NOT Complete
Reopens a completed task or action and marks it as incomplete.
This is useful if additional work is required after a task has already been completed.
Show All (Complete and Not Complete)
Displays both completed and incomplete tasks based on the current filters.
Show Summary
Displays a summary report for the selected task.
The summary can include:
- User
- Task type
- Time recorded
- Completion status
You can use the completion filter to review completed or outstanding tasks.
Show Breakdown Summary
Displays a detailed breakdown for a selected date.
The summary includes:
- User
- Task description
- Breakdown entries
- Hours recorded
The Cmp (Complete) checkbox allows tasks to be marked as complete from the summary.
Show Colour Legend
Displays an explanation of the colours used within the Tasks grid.
Apply Value Range
Apply the same value to multiple selected rows within the active column.
Clear Selection
Removes the current selection from the grid.
Task Breakdown Grid
The Task Breakdown Grid allows larger tasks to be divided into smaller activities.
Each breakdown item can include:
- A description
- The date completed
- Time taken
- Additional progress information
This can be useful when a task spans multiple activities or requires time tracking.
The total time recorded in the Task Breakdown Grid contributes to the Act Hrs value displayed in the main task record.
Task Extended Description
The Task Extended Description field provides space for detailed task notes and instructions.
Use this area to record information that does not fit within the basic task description.
Task Completion Description
The Task Completion Description field can be used to record:
- Work completed
- Outcomes achieved
- Follow-up notes
- Additional completion information
Permissions
Editing the Task Extended Description and Task Completion Description fields requires the HQ user permission.
For more information, see:
Tips
- Assign tasks to specific users to improve accountability and visibility.
- Use task priorities to focus on the most important work first.
- Record time against task breakdown items to improve reporting accuracy.
- Link tasks to customers and suppliers whenever work relates to a specific account.
- Use reminders and associated actions to avoid missing important follow-ups.