Tasks

When using the tasks, you can make postings of: 
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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
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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. 

Cases

Checklists

Last modified 1yr ago

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Contents

Task Fields