Keeping track of your daily to-dos and business priorities can be a challenge, especially when juggling many responsibilities. Using the task features available in your customer relationship management (CRM) system can help you stay organized and ensure nothing important slips through the cracks.

📌 Why This Matters

When you’re running a small business, staying on top of your tasks is crucial. Lost or forgotten tasks can lead to missed deadlines, frustrated customers, and lost revenue. Task management within your CRM helps you plan, prioritize, and follow up on what needs to get done—all from one place.

✨ What’s New

• Task Creation and Assignment: Easily create new tasks and assign them to yourself or your team so everyone knows what they’re responsible for.
• Due Dates and Reminders: Set clear deadlines and get notified before tasks are due to keep things on schedule.
• Task Status Updates: Mark tasks as pending, in progress, or completed to track progress and stay organized.
• Task Lists and Filters: Organize your tasks by priority, due date, or category, making it simple to focus on what matters most.

🛠️ How to Use It

1. Step 1: Log in to your CRM and navigate to the task section.
2. Step 2: Create a new task by entering the task name, description, and due date.
3. Step 3: Assign the task to yourself or a team member if applicable.
4. Step 4: Use filters to sort and prioritize your tasks based on urgency or project.
5. Step 5: Update the status as you work through each task to maintain an overview of progress.

💡 Pro Tip

Consistently using task features in your CRM helps maintain momentum on projects and improves client satisfaction by ensuring timely follow-ups and deliveries.