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How to Create and Assign Tasks in Britixo CRM?
📘 Introduction:
In Britixo CRM, tasks are the building blocks of a project. You can create tasks inside a project or link existing ones. This allows for full tracking of work, staff responsibilities, deadlines, and billing, all from the project interface.
🧭 Step-by-Step: Add Tasks to a Project
🔄 Method 1: Create a Task From Inside the Project
Go to Projects from the sidebar.
Select the desired project.
Click the Tasks tab in the project menu.
Click the green New Task button.
📝 Fill in the Task Details:
Task Name : Required (e.g. “Design initial wireframe”)
Start Date & Due Date
Priority : Low, Medium, High, or Urgent
Assigned Staff : Choose team member(s) responsible
Billable : Tick this box if hours should be invoiced
Visible to Customer : Optional checkbox for client visibility
Repeat Every : Optional setting for recurring tasks
Description : Add instructions or requirements
Checklist : Break the task into subtasks
Attachments : Upload any supporting files
Click Save The task is now linked to the project and visible in the project’s task list.
🔄 Method 2: Link an Existing Task to a Project
Go to Tasks from the sidebar
Find the task you want to link
Click the task to open its detail view
Click the Edit button
Under the Related To section, select:
Type: Project
Then choose the specific project
Save the task
🔗 It is now listed under both the project and task sections.
🧩 Managing Project Tasks
Inside the project’s Tasks tab, you can:
View task statuses: Not Started, In Progress, Completed
Click on tasks to view and manage their progress
Track time on each task
Move tasks between columns if using Kanban view
Apply filters by:
Status
Assigned user
Tags
✅ Notes:
You can track project completion automatically based on how many tasks are completed (if selected during project setup).
Tasks can also trigger email notifications when updated or completed.
If customer visibility is enabled, clients can see and comment on tasks linked to their project.
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
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