The "Tasks" section is designed for planning and monitoring client work. It allows you to assign responsibilities among employees, set deadlines, configure automatic reminders, and establish a sequence of actions for each stage of the client interaction.

Using tasks helps you avoid missing important actions, control the execution of processes, and improve team efficiency.

Where are the tasks located?

You can create and view tasks in three sections:

• in the “TASKS” block inside the client card;
• on a separate page "Tasks" , where all system tasks are displayed.
• through the “ Add task ” block in Business processes.

In the "TASKS" block of the client card⬇️

On the "TASKS" page ⬇️

How to add a task:

1. Click the "Add Task" button.
2. In the window that opens, fill in the required fields:

• Task type
  Select the task type from the list.
• Task name
  Specify a name, for example: "Get the client to make a deposit", "Send instructions", "Repeat call", etc.
• Responsible
  Select the employee who will be responsible for completing the task.
• Player
  If necessary, select a specific player for whom the task is being created.
• Task status
  Specify the current task status (e.g., "New"). The list of statuses is configured in the " Tasks " section.
• Deadline
  Specify the task's due date and time. When selecting a task type with a set due date, the deadline will be calculated and populated automatically based on its parameters.

3. Click "Add Task" .

Setting up task types

To speed up your work, we recommend setting up task types in advance. This will allow you to use ready-made templates when creating new tasks.

To create a new task type, go to "Tasks" → "Set up task types" → "Add type" .

Default tab, field descriptions:
1) Type name - Enter the name of the task type, for example: “Deposit completion”, “KYC verification”, “Cold calling”.

2) Icon - Select the icon that will be displayed next to this task type.

3) Color - Select the color scheme for the task type.

4) Default Duration - Set a default deadline for this task type. When creating a new task, the deadline will be automatically set based on the specified period.

5) Default Responsible - determine who is automatically assigned tasks of this type.

Available options:

• Author - the task is assigned to the employee who created it.
• Transaction Responsible - the task is assigned to the employee responsible for the transaction.
• Specific role - the task is assigned to employees with the selected role.
• Specific users - the task is assigned to selected employees.

6) Default status - specify the status that will be automatically assigned to a new task of this type.

Additional fields allow you to collect the necessary information when creating a task.

Fields tab, field description:

1) Field name - enter the name of the field, for example: “redeposit amount”, “communication channel”, “checkboxes”, “document link”, etc.

2) Select the appropriate data format:

• Text;
• Number;
• Select one value;
• Select multiple values;
• Date;
• Checkbox (Yes/No);
• Link.

3) Required - check the box if the field must be filled in when creating a task.

4) To create multiple fields, click “Add Field” .

Reminders help you complete tasks on time and avoid missing deadlines.

Reminders tab, field descriptions:

1) Remind in advance - specify how many days, hours, or minutes before the deadline the notification should be sent.

2) Repeat after deadline - configure the frequency and number of repeat notifications after a task's due date. As long as the task remains overdue, the system will continue to send reminders according to the settings.

3) Channels - select how you want to receive notifications:

• CRM - a notification will appear in the system notification center (notification bell)
• Telegram — the notification will be sent to the employee with the bot connected via Telegram.
• Email - the notification will be sent to the employee's email address specified in their profile.

To receive notifications in Telegram, an employee must first link the Telegram bot @mvp_crm_bot to their profile.

4) Select who will receive the notifications: the assignee, the task author, or users with a specific role.

5) To create additional notification rules, click “Add reminder” .

Transitions allow you to automate work with tasks and launch further actions when certain events occur.

1) Trigger - select the event that will trigger the automatic action. Available options:

Deadline passed. Triggered after the task's deadline has passed.

As a result, you can:

• change task status;
• automatically create a new task of a different type.

CRM event. Triggered when a deal's stage changes.

As a result, you can:

• change task status;
• automatically create a new task of a different type.
   

2) To set up multiple scenarios, click "Add transition" .

Task functionality allows you to build a transparent client workflow: assign responsibilities, monitor deadlines, automate routine actions, and receive timely notifications. Thanks to task types, reminders, and automatic transitions, the team can work according to unified procedures and avoid missing important stages of the client interaction.