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BRITIXO Core CRM Software

In Britixo, each task can be assigned a status and a priority level . These settings help teams manage progress and stay focused on urgent deliverables. Understanding and using them correctly allows you to visualise workload, prioritise assignments, and track completion across.

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Understanding Task Status and Priorities in Britixo

Introduction:

In Britixo, each task can be assigned a status and a priority level . These settings help teams manage progress and stay focused on urgent deliverables. Understanding and using them correctly allows you to visualise workload, prioritise assignments, and track completion across projects.

Understanding Task Status in Britixo.

Task statuses show the current stage of a task. You can customise or reorder statuses as needed.

Default Task Statuses:

Not Started

In Progress

Testing

Awaiting Feedback

Complete

Admins can add or rename task statuses from Setup > Settings > Tasks > Task Statuses

How to Change a Task’s Status:

Go to Tasks

Click a task to open it

Select the new status from the Status dropdown

Click Save

Task updates may notify assigned staff and/or clients, depending on notification settings.

Task Completion.

Tasks marked as Complete are considered done.

Project progress bars can be set to update automatically based on task completion.

Task Priorities in Britixo.

Each task can be assigned a priority level to indicate its urgency or importance.

Available Priority Levels:

Low

Medium

High

Urgent

Priority affects sorting and filtering but does not trigger automatic notifications.

How to Change a Task’s Priority:

Open the task

Use the Priority dropdown

Save changes

Best Practices:

Use status to reflect the actual stage of work.

Use priority to decide which tasks to work on first.

Combine filters (e.g. High Priority + In Progress) for better task focus.

Keep statuses consistent across departments to avoid confusion.

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