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Tasks

In Franmantra CRM, Tasks help you organize daily actions, follow-ups, and team activities efficiently.
You can create, edit, drag, and update tasks right from the Tasks view.

1. Overview of the Tasks Module​

The Tasks module provides a clear, card-based interface to track individual items of work.
Each task represents a single actionable item—like a call, meeting, or follow-up.

2. Creating a New Task​

To add a new task:

  1. Go to CRM → Tasks from the navbar.
  2. Click the “+ Add Task” button at the top-right corner.
  3. Fill in the required fields such as:
    • Task Name
    • Assigned To
    • Due Date
    • Priority (Low, Medium, High)
    • Tags (optional)
  4. Click Create Task to save it.

Your task will appear instantly in the task list or card view.

Add Task ModalAdd Task Modal

Figure 2: Creating a new task.

3. Editing and Updating a Task​

To modify task details:

  1. Click the ✏️ Edit icon on a task card.
  2. The Edit Task modal will open.
  3. Update any details like name, priority, or due date.
  4. Click Save Changes to apply.
Edit Task ModalEdit Task Modal

Figure 3: Editing a task.

4. Best Practices​

💡 Tips:

  • Use descriptive task names (e.g., Call client for payment follow-up).
  • Tag tasks with urgency or category for easy filtering.
  • Regularly mark completed tasks to maintain clarity.
  • Use notes for meeting outcomes and reminders.

Last updated: 13 Nov 2025