How to Create and Assign Tasks in Britixo CRM?

Introduction:

Tasks in Britixo help you manage day-to-day work, delegate responsibilities, and monitor progress across projects or departments. This guide walks you through how to create a task and assign it to the appropriate user with full control over status, deadlines, and visibility.

Step-by-Step: Create and Assign a Task:

1. Access the Tasks Module

• From the left sidebar, click Tasks.
  
  

• You can choose between List View, Kanban View, or Tasks by Status.
  
  

2. Click "New Task"

• In the top-left corner, click the New Task button.
  
  

3. Fill in Task Details

In the task creation form:

• Task Name: A clear and descriptive title (e.g. "Send proposal to client").
  
  

• Related To (optional): Link the task to a Customer, Project, Invoice, etc.
  
  

• Priority: Choose from Low, Medium, High, or Urgent.
  
  

• Start Date & Due Date: Define the timeframe.
  
  

• Repeat Every (optional): Set recurrence if the task is repetitive.
  
  

• Tags: Add searchable tags for internal organisation.
  
  

4. Assign Staff to the Task

• In the Assigned To field, select one or more team members.
  
  

• Assigned users will be notified and the task will appear on their dashboard.
  
  

5. Add Task Description or Checklist

• Use the Description field to provide context, requirements, or instructions.
  
  

• Add subtasks via the Checklist tab to break the work into steps.
  
  

6. Attach Files (Optional)

• Upload documents or images via the Attachments tab.
  
  

7. Visibility Settings

• Use the Visible to customer checkbox to allow clients to see the task via their portal (if linked to a project).
  
  

• You can also mark the task as Billable if it's part of a project that will be invoiced.
  
  

8. Click Save

• Once all details are set, click Save.
  
  

• The task will now appear in the task list, assigned to selected staff members.
  
  

What Happens Next?

• Assigned users will see the task on their dashboard.
  
  

• They can update status (Not Started → In Progress → Completed).
  
  

• Staff can leave comments, track time, and update progress.
  
  

Let me know when you're ready for Article 2: Task Time Tracking and Comments or if you'd like to rename or reorder anything in this category.