The benefits of the "Tasks" tool in NetHunt CRM
The "Tasks" section in NetHunt CRM is a critically important tool that transforms your CRM from a simple database into an active customer relationship management system.
Its main purpose is to organize, prioritize, and control all the next steps that need to be taken to successfully close a deal, provide quality service, or complete an internal project.
Creating tasks
Tasks can be created automatically (link) or manually by the user. Let's look at some examples of manual task creation:
1. Open the record you need. Go to the "Tasks" tab and click the "Add new task or reminder" button.
By default, tasks have the following fields:
task name.
due date.
description or comment.
assignee (there can be several).
task-related record (there can also be several).
💡These fields are important system fields that cannot be deleted from tasks! They are necessary for this section to work.
After saving, the task will be added to the record, and you will see it among all other tasks related to the record:
2. Another way to quickly create a Task is to use the special "Tasks" button in the main menu of the left sidebar. To instantly create a new task, simply click on the 'plus' sign ("+") next to the "Tasks" icon:
Or click "+ Task" on the data panel:
3. In addition, you can create tasks directly from your mailbox, linking them to the corresponding emails:
Working with tasks in "quick" and "full" preview modes
Tasks can be opened in two ways: in a simplified preview dialog box or in full view.
This is what tasks look like in a simplified dialog box:
The user immediately has access to all the necessary task fields.
From the simplified view of the task, you can open its full view at any time:
The tasks, when fully displayed, appear as follows:
Thanks to the ability to get inside the task, working with them becomes more functional and flexible. Users get the opportunity to:
Leave comments on the task Timeline.
Tag their colleagues on the task Timeline so that the team receives notifications about updates in the task:
Right in the task, schedule a meeting or create a calendar event:
Such a meeting will immediately be duplicated for the user who creates it in their Google Calendar (for more information about integration with Google Calendar, follow this link).
Leave documents or necessary files in the task:
All documents related to the task will remain in it even after the task is closed, and if necessary, you can always return to them to retrieve these files.
The task Timeline will record all changes made to the task, such as deadline changes, replacement of the person responsible, status updates, or work with other fields. You can always check who made these changes to the task and for what reason:
💡Working with a task in the full view mode significantly expands the functionality of the task section. Now it is not just a tool that reminds you of the need to complete a task at the required time and date, but a full-fledged task management system for your projects right in the CRM.
Task section view options
By default, when a user opens the task section, they see all tasks as a simple list. This can be customized and configured separately, just like in other folders (instructions can be found at this link).
You can learn about additional task settings by going to the next article.
Let's create a view of tasks in the form of a kanban board, where you can see tasks by stage of completion and view them on the kanban board. To do this, select the field responsible for this:
You can also display any fields from the task on the card's appearance:
Be sure to save our view after each change so that the settings are not lost:
Filtering and sorting tasks
Tasks can be filtered and sorted, just like any other entries in folders (detailed instructions on filtering can be found at this link).
You can use the filter in the tasks section to filter specific tasks of the required user by their type, stage, or any parameter you need that is recorded in the task field.
Just as tasks are filtered, they can be sorted by any parameter you need, which is specified in the field:
After filtering and sorting your tasks, save this view for quick and easy access.
Examples of useful filters for every day:
Tasks for today. Before starting your workday, you need to review the tasks planned for today. To do this, select the
start dateandtodayfields:
Or tasks with a deadline ending
today:
Tasks for the next 7 days. If you need to see your tasks for today and the next 7 days that need to be completed, you need to select the "due date" field and specify the value
from today to next 7 daysthere:
Tasks completed within a month or a specific period. If you need to view the number of tasks your managers have completed for the previous period, you can do so as follows: select the
"completed"checkbox in the filter> is > checked, then add the task completion dates. You can select the list of dates offered by the system or enter them yourself in the following format:from 09/01/2025 to 11/01/2025, wheremm/dd/yyyyformat is used.
💡Be sure to save your task view after each change so that your settings are not lost.
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