Task Settings And Trash

Task Settings

Navigation Path:
Task Module → Setting → Click on Task

1.1 Custom Fields

Add New Field.
Field types:

Text
Number
Date
Dropdown

1.2 Status Management

Default statuses:

Not Started
Started
Completed
Deferred
Cancelled

Admin can:

Add new status
Assign color
Reorder via drag and drop

1.3 Task Recurring (Settings Tab)

Manage recurring tasks.

Columns:

Recurring Task
Assign User
Status
Count
Created By

Trash: Task

2.1 Location

Navigation Path:
Task Module → Setting → Click on Trash

2.2 Tabs

Call
Meeting
Visit
Task

2.3 Filters

Branch filter
Deleted By filter
Deleted Date filter

System rule:
Tasks are permanently deleted after 60 days.

System Logic And Behavior

System Behavior Summary

Subtask completion does not auto-complete the parent task.
Task completion can be restricted if subtasks are not completed (as per system configuration).
Parent task status is manually controlled.
Comments do not change status.
Activity creation does not automatically change status.

System Logic and Rules

Due Date is mandatory.
Completed tasks cannot be edited without a status change (as per system controls).
Subtask completion updates parent progress.
Recurring tasks auto-duplicate after completion.
Bulk delete moves tasks to Trash (not hard delete).
Restore is possible within 60 days.

Business Impact

The Task module ensures:

No follow-up is missed
Accountability is maintained
Visibility for owners and managers
Productivity tracking
Structured internal workflow
Multi-branch work monitoring

Task Details

Create Task Screen

1.1 Fields

Task Name (mandatory)
Parent (mandatory) (Lead, Deal, Contact, etc.)
Linked To (mandatory)
Status (mandatory)
Priority
Start Date
Due Date (mandatory)
Next Follow-up Date
Set Reminder (checkbox)
Description
Recurring Task (Yes or No)
Add Attachments

1.2 Recurring Task Logic

If Yes is selected:

The task automatically regenerates after completion.

This is based on recurrence rules configured in Settings.

Task Detailed View

2.1 Overview Tab

The detailed view is split into:

Left panel (information summary)
Right content area (tabs and activity)

Left Panel: Information Summary

3.1 Basic Details Section

Displays static information:

Task Name
Parent (Lead, Deal, etc.)
Linked To (specific record name)
Priority (with color indicator)
Description

These are editable only via the Edit option.

3.2 Durations Section

Shows timeline data:

Created Date
Start Date
Due Date
Next Follow-up Date

Important logic:

Due Date is used for:

Overdue tracking
Dashboard reporting
Reminder alerts

Next Follow-up Date:

Used in follow-up views
Drives reminder logic

3.3 Assigned User Section

Shows:

Assigned user profile
Date and time of assignment

If reassigned, the history logs it.

3.4 Quick Action Icons (Left of Status)

Duplicate
Creates an exact copy of the task.

All fields are copied except:

Status resets to Not Started
Subtasks are not copied (if configured that way)

Edit
Opens the Edit Task form.

3.5 Status Dropdown

Current Status example: Not Started

Dropdown options:

Not Started
Started
Completed
Deferred
Cancelled

System logic:

Changing to Completed:

Marks the task finished
Does not auto-complete pending subtasks

Deferred:

Used when work is paused

Cancelled:

Work is stopped permanently

Tabs Section (Main Work Area)

4.1 Tabs Available

Sub Tasks
Activities
Documents
Notes
History
Comment

4.2 Following Button (Top Right)

“Following” is used to:

Follow task activity
Get updates and notifications
Track comment updates

Sub Tasks Tab

5.1 Progress Bar

Example: “Completed 1 out of 3”

Auto-calculated

Progress Percent = (Completed Subtasks ÷ Total Subtasks) × 100

5.2 Add Sub Task Input

Field example: “Add Sub Task and hit Enter to save.”

Behavior:

Press Enter to instantly save
Subtask is created inline
Default status is unchecked

5.3 Subtask List

Each row shows:

Checkbox
Subtask Name
Due Date
Edit icon
Delete icon

Checkbox logic:

Checked: Mark complete
Unchecked: Pending

Completion updates:

Progress bar
Parent task progress

Edit:

Allows renaming the subtask inline.

Delete:

Deletes the subtask permanently.

5.4 Sort By (Top Right)

Options:

Creation Date
Modification Date
Ascending
Descending

Apply and Reset are supported.

Activities Tab (Detailed View)

6.1 Includes

Activity count
Filters: All, Call, Meeting, Mail, Visit
Activity cards with:
- Type
- Description
- Created by
- Created date
- Status tag (Log, Held, Call Later, Interested, etc.)
- Three-dot menu (edit and delete based on permissions)

6.2 Log and Follow-up (Key Concept)

Log records a completed interaction.
Follow-up schedules the next interaction.

Common actions:

Log a Call
Follow-up Call
Log a Meeting
Follow-up Meeting

Documents Tab

File management inside a task.

Features:

Search
Upload File
Create Folder
Drag and drop (if supported)

Used for:

Attach quotations
Share screenshots
Upload work proofs

Notes Tab

Internal notes for task context.

Used for:

Internal remarks
Instructions
Task clarification

History Tab

System logs for audit and accountability.

Tracks:

Status changes
User reassignment
Field edits
Due date changes

Comment Tab

Conversation-style section.

Features:

Add comment
Delete comment
Time-stamped messages

Used for:

Internal discussion
Follow-up communication
Task updates

Filter And Action

Filter Panel

1.1 Filters Available

Assigned User
Status
Priority
Created At (Between)
Due Date (Between)
Parent
Linked To

1.2 Operator Support

In – Displays records where the selected field value matches any of the specified values in the list.
Not In – Displays records where the selected field value does not match any of the specified values in the list.