Overview
The Tasks Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use the this module to schedule and manage tasks.
Task actions
The Actions bar on the Tasks tab displays the following options:
Create Task. Select this option to create a task as described in Creating Tasks.
View Tasks. Select this option to view and manage tasks as described in To manage tasks.
Import Tasks. Select this option to import external data into a note as described in Importing Data.
Creating Tasks
Sugar enables you to create tasks and assign them to yourself or to other users. When you create a task, you can relate it to a specific record such as an account or an opportunity. You can also revise the task status and priority at any time to keep your records up-to-date.
To create a task
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Select Create Task from the Actions bar on the Taskstab.
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Enter information in the following fields on the Tasks page:
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Subject. Enter the subject of the task.
Status. Select the current status of the task, such as Not Started, In Progress, and Completed from this drop-down list.
Start Date. Click the Calendar icon and select the start date for the task; When you enter a date, you must also select the time, in hours and minutes, from the adjoining drop-down lists. If there is no specific start date for the task, select the None box.
Due Date. Click the Calendar icon and select the completion date for the task; enter the time in the adjoining box. If there is no specific deadline for the task, select the None box.
Enter the due date information if you want to add the task on your calendar to receive a reminder when it is due.
Priority. Select a priority that reflects the importance of completing the task from this drop-down list.
Description. Enter a brief description of the task.
Related to. Enter the name of the related account or click Select to search for one. You can choose related record from other modules, for example, Opportunities, Bug Tracker etc., from this drop-down list.
When you type a character in the field, the system performs a quick search of possible values and presents a list of values starting with that character. Typing additional characters restricts the search results. When searching for a name, Sugar respects the Name Display Format setting on the User Preferences page. If the setting specifies “s f l” (Salutation First Last), then Sugar displays a list of first names that start with the specified character. For example, if you enter “A”, the system displays first names starting with “A”. Similarly, if the Name display format specifies “s l f”, then the system displays last names starting with “A”.
Contact Name. Click Select to select an individual from the Contacts list. Typically, this is the contact for the specified account.
Assigned to. Click Select to select the individual who is assigned to the task. By default, it is assigned to you.
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Click Save.
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To change the status of the task to Completed and create a new one, click Close and Create New. The status of the new task, by default, is set to Not Started.
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Managing Tasks
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To edit or delete multiple tasks, use the Mass Update panel in the Actions drop-down list in the Tasks List View as described in Editing and Deleting Multiple Records.
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To view the details of a task, click its subject in the Tasks List View.
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To edit the information, click Edit on the task’s Detail View page, revise the information, and click Save.
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To duplicate the information, click Duplicate on the task’s Detail View page, make modifications if needed, and clickSave. Duplication is a convenient way of creating a similar task. You can change the information in the duplicate record to create a new task.
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To import tasks, select Import Tasks from the Actions bar of the Tasks tab. For more information on importing data, see Importing Data.
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To delete the task, click Delete on the tasks’s Detail View page.
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