
{"id":3231,"date":"2017-05-09T14:31:58","date_gmt":"2017-05-09T12:31:58","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=3231"},"modified":"2018-10-19T13:12:55","modified_gmt":"2018-10-19T11:12:55","slug":"why-are-tasks-useful","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/why-are-tasks-useful\/","title":{"rendered":"Why are tasks useful?"},"content":{"rendered":"<p><strong>A task helps you know when, with whom and what you have to do.<\/strong><\/p>\n<p>You can add tasks manually or <a href=\"..\/how-can-i-automate-processes\/\">automatically<\/a>. The purpose is to help your work and show the next action.<\/p>\n<h3>Main parts<\/h3>\n<ul>\n<li>Task assignee: Every task has\u00a0to be assigned to somebody. It indicates who should perform the task.<\/li>\n<li>Text of the task: Type the task here.<\/li>\n<li>Deadline: Set a deadline for the task.<\/li>\n<li><a href=\"..\/how-to-customize-an-existing-module\/\">Type<\/a>: You can set the type of the task (phone, meeting, other).<\/li>\n<li>Address: If the meeting is held at your client&#8217;s office, set the address so you will see it in your <a href=\"..\/how-to-integrate-minicrm-with-calendars\/\">calendar<\/a>\u00a0as well.<\/li>\n<li>Participants: If more than one person is involved in the completion of the task, you can add them here. <a href=\"..\/business-and-contact-person\/\">Contact persons<\/a>\u00a0and MiniCRM <a href=\"..\/how-to-manage-users\/\">users<\/a>\u00a0can be added as well.<\/li>\n<li>Checklist: If a task consists of more than one step, create a checklist and check the steps that you have finished.<\/li>\n<li>Attachment:\u00a0You can attach a document as well so it will be available for the task assignee.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>A task helps you know when, with whom and what you have to do. You can add tasks manually or automatically. The purpose is to help your work and show the next action. Main parts Task assignee: Every task has\u00a0to be assigned to somebody. It indicates who should perform the task. Text of the task: [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[405],"tags":[444,452,464,492],"class_list":["post-3231","post","type-post","status-publish","format-standard","hentry","category-customer-management","tag-follow-up-sequence-en","tag-intro-en","tag-project-en","tag-todo-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Why are tasks useful? - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"A task helps you know when, with whom and what you have to do. 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