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✅ Tasks Management

The Tasks Management feature in C360 allows you to create, track, and manage all your tasks across Leads, Contacts, and Opportunities — helping you stay organized and never miss an important activity.

To access Tasks:
Click the Tasks icon in the right-hand menu.

Accessing tasks in C360
Accessing the Tasks Management dashboard

📂 Viewing Tasks​

You can find tasks in multiple ways:

  1. Accordion View → Under the Lead, Contact, and Opportunity tabs.
  2. Detail View → On the Lead, Contact, or Opportunity details page, inside the Tasks tab.
  3. Each task shows:
    • Title
    • Creation Date
    • Related to link (quick navigation to the related record).

Expanding a task displays full details.

  • Use the filter option to quickly narrow down tasks.
  • Click Add Task to create new tasks.
  • Select any task from the list to view its details in the right-hand panel.
Viewing task list in CRM
Task list with details and quick access

🔎 Filtering Tasks​

You can refine your task list using filters:

  • Related Type → Show tasks linked to Leads, Contacts, or Opportunities.
  • Status → Open or Completed tasks.
  • Priority → High or Normal.
  • Telephone Appointment → Tasks created through phone appointments.

After selecting your filters, click Filter to update the results.

Filtering tasks by type, status, and priority
Filtering tasks by relation, status, priority, and appointment type

➕ Adding Tasks​

You can add tasks directly from the Tasks module or within a record (Lead, Contact, Opportunity).

Method 1 — From the Tasks Module​

  1. Click Add Task in the top-right corner.
Add Task button in CRM
Adding a new task from the task list
  1. Fill in the required fields in the task form.
  2. (Optional) Enable Recurring Task Reminders to receive automatic reminders.
  3. Click Save. Your new task will appear in the Tasks List.
Task creation form
Task creation form with required fields
Recurring task reminder option
Setting recurring reminders for tasks

Method 2 — From a CRM Record​

  1. Navigate to CRM → Lead / Contact / Opportunity.
  2. Select the desired record.
  3. In the right-hand panel, click Add Task.
  4. A pop-up form opens. Enter the required details as before and save.
Adding a task from a CRM record
Adding a task directly from a Lead, Contact, or Opportunity

📅 Viewing Upcoming Tasks​

You can also view all your upcoming tasks on the Home Dashboard for quick access.

Upcoming tasks in dashboard view
Upcoming tasks displayed on the home dashboard

✅ Key Benefits​

  • Keep tasks organized and prioritized across all CRM modules.
  • Set recurring reminders to stay on track with repetitive activities.
  • Improve productivity by tracking upcoming tasks from your dashboard.
  • Ensure no important lead, opportunity, or follow-up is missed.