CRM › Relationships
Tasks & Follow-ups
What is owed to whom and by when. A task past its due date says so rather than waiting to be noticed.
Where to find it
- Module: CRM
- Group: Customers
- Section: Relationships
- Screen: Tasks & Follow-ups
Address in the console: /crm/tasks
List · 9 columns · 10 fields on its form · 1 of them required · 1 action
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Task | Code | task_no |
| Title | Text | title |
| Type | Status | task_type |
| About | Code | subject_label |
| Owner | Text | assigned_to_name |
| Due | Date and time | due_at |
| Days | Number | days_to_due |
| Priority | Status | priority |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Title required | Text | ||
| Description | Long text | ||
| Type | Choice | Configuration list | |
| About | Choice | prospect, contact, account, student, applicant, alumni, case, opportunity | |
| Prospect | Choice | Looked up from existing records | |
| Owner | Choice | Looked up from existing records | |
| Due | Date and time | ||
| Remind at | Date and time | ||
| Priority | Choice | low, medium, high, urgent | |
| Status | Choice | open, in_progress, waiting, completed, cancelled |
What you can do here
Complete primary
Asks for: Outcome
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.