Table of Contents
๐๏ธ Tasks
Tasks are a built-in tool for planning actions for a client.
Where are they located:
In the "TASKS" block of the client card

On the "TASKS" page

How to add a task:
- Click "Add task" .
- In the window that opens, fill in:
- Task title (e.g. "Send instructions")
- Responsible - select the person responsible for the task
- Players - if you want to add a task for a specific Player
- Task status (for example: "New") - you can configure task statuses in the Tasks section
- Deadline - Specify date and time
- Click "Add Task"
What is it useful for:
- Don't forget an important action regarding the client
- Assign tasks to colleagues
- Control deadlines
- Work in a team asynchronously
Managers see the task list and can respond in a timely manner.