Tasks
Everything anybody promised, in one list, with a date and a name against it. Overdue is a colour rather than a report, and the reminder arrives by e-mail whether or not the program is open.
Red means late. That is the whole report.
There is no dashboard to configure and no weekly export to build. A task whose finish date has passed is red in everyone's list; Show only overdue narrows to those; Hide completed keeps the finished ones out of the way. That is what a small team needs to see on a Monday morning, and it is visible in the first second the tab opens.
- Filter by user, assignee, keyword, product/project or priority
- Search across descriptions and comments
- Priorities from Not defined to Urgent
- Status is set on the task, not implied by its date
Who sees a task
By default a task belongs to the people it concerns. Visible to ALL puts it in front of the whole team. Everything else follows the same project jurisdiction the rest of the program uses, so a colleague who works on one product does not have to scroll past the other product's work to find their own.
- Assigned to one user, visible to the ones who need it
- Visible to ALL for anything the whole team must know
- Project jurisdiction decides the rest — set once, in Settings
- The same rules apply in the phone app
The reminder that leaves the building
Tick Alert by Email and give it a date, and Wise CRM sends the reminder itself, from your own mailbox, to the person the task is assigned to. It does not depend on anyone having the program open, and it is the difference between a task list that works and one everybody stops looking at.
- One alert date per task, set when the task is written
- Sent through your own SMTP account — see Administration
- The e-mail log records what went out and what failed
- Comments added later are kept with the task, in order
Linked to the record it came from
A task can be attached to any number of customers and leads at once — useful for the reference visit that concerns four accounts, or the migration that touches six. From the customer you see its tasks; from the task you see its customers. Documents and keywords attach to tasks in the same way they attach to everything else.
- Customers and leads in one picker, each labelled
- Keywords for filtering a long list down to one project
- Documents attached directly to the task
- The task list is a live view, not a copy of anything
Keys worth learning on day one
Tasks are reachable from anywhere in the program, not only from their own tab.
- F3
- The Tasks tab
- F7
- New task — and, from a customer, that customer's tasks
- INS
- Add a comment to the selected task
- F5
- Refresh the data from the server
What this tab replaces
A task tool that knows nothing about your customers is half a tool.
- A per-user task or project subscription
- The reminder that lives in one person's calendar
- The to-do list on the back of the notebook
- Asking three people whether anything was promised last week
Give it a week
Put every promise from one week into it with a date on each. The Monday after is the test.