Tasks

Tasks at https://repdesk.io/tasks are follow-ups and to-dos for your team. Depending on configuration, a task can link to an account, deal, or other CRM records so work stays tied to the right customer context.

(Screenshot — add later: Tasks module with layout toggle and sample rows.)

Layouts#

• List / table — A dense, sortable grid. Many columns support inline edit when your role and field rules allow.

• Card view — A more visual layout for scanning today, this week, or grouped work—exact grouping depends on your org’s setup.

Switch layouts using the controls your UI provides (icons or tabs such as List / Cards).

Create a task#

1. Use Add task (or + / New) to open the create flow.

2. Set what your form includes—commonly title, due date, priority, status, and assignee.

3. Save. The task appears in the list and in any calendar or dashboard widgets that pull from tasks, if enabled.

Filter the list#

Tasks use the same filter sidebar pattern as other CRM modules:

• Filter by status, priority, assignee, due date, or custom fields your admin added.

• Apply to refresh the list.

• Save a named filter when you reuse the same slice often (e.g. “My open — this week”).

Details on building and saving filters: Filtering & saved views.

(Screenshot — add later: Task filter sidebar with status and assignee conditions.)

Complete or cancel#

When work is done, set status to completed (or your org’s equivalent) from inline edit or the task detail panel. For work that will not be done, use cancelled or the status your admin defined.

Completed tasks may drop out of default “open” or “today” views depending on filters—if you need to audit history, widen filters or ask your admin where completed tasks are listed.

Tips#

• Ownership: If tasks are shared, confirm assignee and owner fields match how your team runs standups.

• Calendar: If your org uses Calendar, tasks with due dates may appear there when that integration is configured.