Create a task
Define work with assignees, followers, dates, priority, relation and description.
Feature pathTasks → New Task / Project → Tasks
Before you beginThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account.
What this feature does
Define work with assignees, followers, dates, priority, relation and description. Britixo CRM keeps the result connected to the relevant customer, staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal visibility and future automation.
Step-by-step workflow
- Open Tasks → New Task / Project → Tasks and select the new or add action.
- Choose the correct related customer, contact, project or other parent record where the form requests one.
- Complete the required identity, ownership and date fields for the task.
- Add financial, status, visibility or permission information that applies to the workflow.
- Add clear notes, content, line items or attachments so another authorised user can understand the record.
- Review validation messages and client-visible information, then save.
- Open the saved record, confirm the status and activity entry, and perform the next workflow action only after review.
Important fields and decisions
Task nameConfirm this information is accurate and appropriate for the record.
Related recordConfirm this information is accurate and appropriate for the record.
Start and due datesConfirm this information is accurate and appropriate for the record.
PriorityConfirm this information is accurate and appropriate for the record.
Assignees and followersConfirm this information is accurate and appropriate for the record.
Description, checklist and attachmentsConfirm this information is accurate and appropriate for the record.
Checks before completion
- Use one clear outcome per task.
- Set realistic dates.
- Stop active timers before changing ownership or completing work.
- Check whether the result should be visible to a customer contact or only to staff.
- Confirm the final status, activity entry, generated document or notification before leaving the record.
Permission and data safetyDeletion, refunds, signature clearing, module changes, payment configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval process.
Related guides
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