CRM tasks are used to organize, plan, and control the work of sales department employees. By default, the following CRM tasks are configured in the system: Call, Meeting, Webinar, and Email.
Users included in the Administrators group can Manual task assignment add custom CRM task types. Just like the predefined task types, custom types support:
- Manual task assignment. The new task type will appear in the selection list on item pages and in the Tasks workspace.
- Task assignment via a process. An activity for the new task type will be automatically added to the business process designer.
- Activity history tracking. The new task type will be automatically added to the list of main activities. To track customer interactions, you need to enable the creation of records for these tasks in the activity log settings.
Add a CRM task type
To add a new task type:
- Go to the Administration > CRM > Types of CRM Tasks workspace.
- In the Custom section, click +CRM Task Type.
- Fill in the fields:
- Name*. Enter the name of the CRM task. It can be changed later.
- Code*. Enter the code of the CRM task. It cannot be edited after creating the task type.
- Click Save.
- On the opened page, set the name, icon, and default duration of the task, customize its page, and specify in which apps it will be displayed. Then customize the appearance of the task page. Read more in the Configure settings for CRM tasks and Customize CRM task pages articles.
- On the CRM task type settings page, click Save.
You can then assign the task to an employee from a CRM app item page or from the Tasks > CRM Tasks workspace.
To delete a custom CRM task type, click the recycle bin icon next to its name. Previously assigned tasks of this type will be saved in the system and users will be able to perform them. You cannot restore a deleted task type.