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Tasks

Tasks

  • Assign Tasks to other users
  • Set reminders (to popup at a specific time)
  • Create related Tasks
  • Assign to a department

Summary

Tasks allow you to keep on top of todo items, rather than being a job, which is related to a Customer. Tasks are independant of other system modules.

Create related tasks and forward to other system users or departments.

Features

  • Create Tasks
  • Delete Tasks
  • Assign Tasks to other users
  • View all Tasks
  • Set reminders (to popup at a specific time)
  • Create related Tasks
  • Assign to another user
  • Assign to a department

Related Modules

Also see:

Screen shots

Task Reminders

The task reminder window will popup when a task is due (or x minutes before if selected). The task can then be opened, snoozed or dismissed.

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FileMaker CRM Task Reminders Software Template

Task

Window for creating new tasks. From here you can set the privacy, reminder time, start & end time, subject, status. priority and content of the task.

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FileMaker CRM Task Software Template

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