How to assign a task to an employee
Steps
- Open tasks.
- Create a task and describe what needs to be done in the title.
- Choose the assignee.
- Set the due date and priority.
- Save.
Fields
| Field | What it means |
|---|---|
| Title | The essence of the task |
| Assignee | Who it's assigned to |
| Due date | When it must be done by |
| Priority | How important it is |
| Reminder | When to remind the assignee |
| Repeat | The interval, if the task is recurring |
Recurring tasks
You can give a task a repeat interval — then after it's done, it will appear again. This is for regular work: a weekly fleet check, a monthly cash desk reconciliation.
What to do with a task next
A task can be completed, put back in progress, or deleted. For a recurring task, you can stop repetition; tasks already created remain.
The “Mine” filter
On the task board you can switch between showing all tasks and only your own. Handy when there are many tasks and you need to see your own workload.
Who sees tasks
Tasks are available to all employees of the branch and do not depend on CRM access. They are closed to partners, agents and guests.
The list is shared: all employees of the branch see the tasks, not only the assignee.
Task permissions
| Action | Who can |
|---|---|
| Complete or put back in progress | Any employee of the branch |
| Edit | The author or “Branch manager” / “Main Administrator” |
| Delete | The author or “Branch manager” / “Main Administrator” |
| Stop repeating | The author or “Branch manager” / “Main Administrator” |
Deletion is irreversible
It's better to leave a completed task in the history than to delete it: later it shows what was done and when.
Recurring tasks
The next copy inherits the title, priority and assignee, and the due date shifts by the set interval.
Important
Stopping the repetition doesn't affect copies that have already been created — they stay in the list. If repetition was set up by mistake, the copies will have to be closed or deleted separately.
Notifications
The assignee is notified immediately upon assignment. The channels are the app, email and Telegram; the last two require setting up your profile.
Tip
A task can be left without an assignee: then it simply stays in the branch's shared list. Only one field is required here — the title.