45.1 Tasks in AIUNIFY CRM

Tasks represent specific work that needs to be completed.

Tasks can exist independently or be related to other CRM records such as Projects, Customers, Leads, Sales transactions, Contracts, Tickets, and Expenses.

45.2 Permission-Based Task Visibility

Task visibility is permission-controlled.

A user with broad Task view permission may see a larger Task population, while another user may see Tasks available through assignment or other permitted relationships.

45.3 Task List View

The Task table provides a structured list of Task records.

Confirmed table information includes:

• Task Name.
• Status.
• Start Date.
• Due Date.
• Assignees.
• Tags.
• Priority.

45.4 My Tasks

The CRM provides a My Tasks context for Tasks assigned to the signed-in user.

Use this view to focus on incomplete work assigned directly to you.

45.5 Task Kanban

AIUNIFY CRM supports Kanban-oriented Task workflows.

Use Kanban when a visual status layout makes it easier to review work across stages.

Changes made through the permitted Task workflow remain changes to the same underlying Task record.

45.6 Detailed Task View

Open a Task to review its detailed operational information.

The detailed view can bring together information such as:

• Description.
• Status.
• Priority.
• Assignees.
• Followers.
• Related CRM record.
• Checklist Items.
• Comments.
• Attachments.
• Reminders.
• Tags.
• Timers and logged time.

45.7 Task Filters

The Task workspace contains filters that help narrow the Task population.

Confirmed filtering includes Task assignment and, for users with appropriate Invoice access, billable/billed Task information.

45.8 Status

Each Task has a status representing its current work state.

Use status accurately. Do not mark work complete merely to remove it from an active list.

45.9 Priority

Priority communicates the relative urgency of the Task.

Use the Priority values available in the CRM consistently so team members can identify what needs attention.

45.10 Start Date and Due Date

Start Date indicates when Task work is intended to begin, while Due Date represents the expected completion deadline when one is used.

Keep both dates accurate because they affect scheduling, Gantt review, deadline reminders, and Project billing behavior.

45.11 Task Relationships

A Task can be associated with another CRM record.

Use the relationship to keep the work in context rather than creating an isolated Task with no clear connection when one exists.

45.12 Recommended Task Review Workflow

1. Open Tasks.
2. Use My Tasks when reviewing your assigned workload.
3. Use filters to narrow the list.
4. Open the Task.
5. Review status and dates.
6. Review the related CRM record.
7. Review Assignees and Followers.
8. Review Checklist Items and Comments.
9. Review attachments and reminders.
10. Review Timer/time information when applicable.

45.13 Best Practices

• Use one Task for one defined unit of work.
• Use clear Task Names.
• Keep status current.
• Use realistic Due Dates.
• Relate the Task to the proper CRM record.
• Use Kanban for visual workflow review.
• Use the detailed Task view for complete operational context.