SuiteCRM can assist Users with productivity, offering a way to record, relate and assign Tasks and to-do items that require action.

Tasks Actions

You can access the Tasks actions from the Tasks module menu drop down or via the Sidebar. The Tasks actions are as follows:

  • Create Task – A new form is opened in Edit View to allow you to create a new Task record.

  • View Tasks – Redirects you to the List View for the Tasks module. This allows you to search and list Task records.

  • Import Tasks – Redirects you to the Import Wizard for the Tasks module. For more information, see Importing Records.

To view the full list of fields available when creating a Task, See Tasks Field List.

Managing Tasks

  • To sort records on the Tasks List View, click any column title which is sortable. This will sort the column either ascending or descending.

  • To search for a Task, see the Search section of this user guide.

  • To update some or all of the Task on the List View, use the Mass Update panel as described in the Mass Updating Records section of this user guide.

  • To duplicate a Task, you can click the Duplicate button on the Detail View and then save the duplicate record.

  • To close a Task, click on the 'x' icon on the Tasks List View. You can also close a Meeting by clicking the Close button on the Detail View of a Task. You can also click the Close and Create New button. This will close the Task you are viewing and redirect you to the Edit View to create a new record.

  • To delete one or multiple Tasks, you can select multiple records from the List View and click delete. You can also delete a Task from the Detail View by clicking the Delete button. For a more detailed guide on deleting records, see the Deleting Records section of this user guide.

  • To view the details of a Task, click the Meeting Subject in the List View. This will open the record in Detail View.

  • To edit the Task details, click Edit icon within the List View or click the edit button on the Detail View, make the necessary changes, and click Save.

  • For a detailed guide on importing and exporting Tasks, see the Importing Records and Exporting Records sections of this user guide.

  • To track all changes to audited fields, in the Task record, you can click the View Change Log button on the Task’s Detail View or Edit View.

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