The Task Manager module allows you to efficiently manage tasks, assign them to staff, track progress, and collaborate using comments. Below are detailed instructions on managing tasks in TextCRM, including creating, editing, assigning staff, and commenting on tasks.

Steps to Assign Staff:

Step 1 : Navigate to the Task List:

• Go to the Task Manager menu and open the Task List.

Step 2 : Locate the Task

• Search for the task you want to assign to a staff member.

Step 3 : Click the ‘Assign Staff’ Option:

• Open the task details and select the Edit option.

Step 4 : Choose Staff Members

• From the dropdown list, select one or more staff members to assign the task.

Key Features of Task Manager Module #

• Centralized Task Management:
  • Easily create, assign, and manage tasks in one place.
• Role-Based Access:
  • Assign tasks based on roles and track progress for individual staff members.
• Collaborative Tools:
  • Use comments to communicate and ensure clarity on task requirements.
• Progress Tracking:
  • Monitor task status and deadlines to ensure timely completion.

By following these instructions, you can effectively manage tasks, streamline workflows, and enhance collaboration within your team using the Task Manager module in TextCRM.