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  1. Interface
  2. Services

Tasks

Task Assignment.

When using the tasks, you can make postings of:

└── Tempos

Airdesk helps you control or respond to the following situations:

  • What tasks are necessary to complete a project.

  • What tasks are required to complete a case.

  • Which tasks are assigned to the client.

  • Which tasks are assigned to the contract.

  • What tasks are assigned to the business.

  • Which tasks are assigned to the employee.

Task Fields

In order to be able to perform a control with some accuracy, it's important that you fill out the fields presented in the table below:

Name of the field

Description

Associate with

You can associate it to a client, contract, task, business, among others.

Location and Address

Place where the case will be executed.

Name

Name of the task to be assigned.

Pipeline

Which pipeline will be associated with.

Status

What is the status of the pipeline.

Assigned to

To whom the contract is assigned internally.

Followers

Estimated time

Estimated time for this task.

Start

Date and time the task should start.

End

Date and time the task should be completed.

Checklist

Create a checklist of goals within the task.

Internal note

A note only visible internally that should contain indications of how to complete the task.

Attachments

Relevant attachments to help with the task resolution.

PreviousCasesNextChecklists

Last updated 4 years ago

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