How To: Create a Task/Action From a Comm Log Entry
Tasks help you manage and track customer-related activities within Khaos Control. You can create tasks for yourself or assign them to another user, set priorities, and create reminder actions that appear in a user's diary.
Tasks can be created directly from the customer's communication log, helping you keep all customer interactions and follow-up activities in one place.
Create a New Task
- Open a Customer screen using (show me how).
- Load the required customer record.
- Open the [ Detail | CRM | Communication Log ] tab.
- Click the New Task/Action button.
- Complete the fields in the New Task dialog.
Task Details
Customer
If the task should be associated with a different customer:
- Click the customer lookup button.
- Find and select the required customer.
- Press Enter to confirm.
Description
Enter a clear description of the task. This should explain the activity that needs to be completed.
Associated Reminder Action
Tick Associated Reminder Action if you want Khaos Control to create a diary reminder for the task.
Date and Time
- Select the required date using the Date calendar.
- Select the required time from the Time drop-down list.
User
Select the user who will be responsible for completing the task.
Task Type
Choose the appropriate task type from the Task Type drop-down list.
Priority
Select the priority level for the task from the Priority drop-down list.
- Click OK to create the task.
- Click OK on the confirmation message that appears.
Add a Communication Log Entry (Optional)
After creating the task, Khaos Control will ask whether you would like to create a communication log entry.
- Click Yes to create a communication log entry and follow the steps in How To: Create a Customer Communication Log Entry.
- Click No if a communication log entry is not required.
Additional Information
Task Types and Priorities
The available Task Types and Priorities are configured in System Data.
Reminder Actions
When Associated Reminder Action is selected, a reminder is created in the assigned user's diary, helping ensure important follow-up activities are not missed.
Tips
- Use meaningful task descriptions so that other users can easily understand the required action.
- Assign realistic priorities to help manage workload effectively.
- Create reminder actions for time-sensitive activities such as customer callbacks, quotation follow-ups, or account reviews.
- Consider adding a communication log entry to maintain a complete history of customer interactions.