Create Custom Tasks

CRM Runner's Task List feature empowers your organization to effectively manage tasks, track progress, and stay on top of daily to-do lists. With the ability to create custom tasks within spaces or main folders, you can organize and categorize tasks based on specific projects or areas of focus. This feature also includes task statuses, sub-tasks, and the option to invite members or employees to execute tasks collaboratively. Additionally, custom fields offer flexibility in capturing task-specific information, such as color-coded dropdowns, text, dates, check boxes, and more.

  • Organized Task Management: Create spaces or main folders to categorize tasks based on projects or areas of focus, enabling efficient organization and easy navigation within the task list.
  • Clear Task Statuses: Assign statuses to tasks, providing visibility into the progress and current state of each task. This helps track the overall progress and ensures that nothing falls through the cracks.
  • ISub-Task Management: Break down complex tasks into smaller sub-tasks, enabling better delegation and tracking of progress at a granular level.
  • Collaborative Execution: Invite members or employees to participate in task execution, fostering teamwork and shared responsibility. This promotes effective collaboration and ensures tasks are completed in a timely manner.
  • Time Tracking and Deadlines: Monitor timelines and deadlines for each task, allowing for better time management and prioritization. This helps keep the team accountable and ensures timely completion of tasks.
  • Custom Fields: Create custom fields to capture task-specific information, such as color-coded dropdowns, text, dates, check boxes, and other relevant data. This customization provides flexibility in adapting the task list to match your specific requirements.
  • Streamlined Task Execution: By having a centralized task list, your organization can stay on top of daily to-do tasks, enhancing productivity and ensuring that nothing gets overlooked.
  • CRM Runner's Task List feature equips your organization with a powerful tool to manage tasks efficiently, promote collaboration, and ensure timely completion of important activities. With customizable features and clear task tracking, your team can stay organized and focused, resulting in increased productivity and effectiveness.