How to Add Tasks and Quick Tasks

Tasks in CRM Leaf: Creating and Managing Work ItemsIn CRM Leaf, a Task represents a specific unit of work within a project. Tasks are essential for breaking down large objectives into manageable actions. They help teams assign responsibilities, set priorities, track progress, and meet deadlines efficiently.

Each task may include details such as a title, description, assignees, start and due dates, priority level, and status.

How to Add a Task

To create a standard task:

1. Navigate to:
   Work > Tasks
2. Click:Add Task
3. Complete the Task Form:

Field	Description
Title	Enter a clear and concise name that reflects the task’s objective.
Task Category	Optionally classify the task to group related work items (e.g., Bug, Feature, Admin).
Project	Select the project to which the task is linked.
Start Date – Due Date	Define the timeframe for task completion.
Status	Set the current status (e.g., To Do, In Progress, Completed).
Assigned To	Choose one or more team members responsible for the task.
Description	Add detailed information, guidelines, or resources related to the task.

Tip: Use task categories and statuses to streamline tracking and filtering across your task list.

How to Add a Quick Task

The Quick Task option allows users to rapidly create tasks without filling out the full task form. This is ideal for jotting down simple or urgent items that can be edited in detail later.

1. Steps to Add a Quick Task:
2. Go to:Work > Tasks
3. Locate the Quick Task panel or click the Quick Add (+) button, typically available at the top right or in the task list toolbar.

Enter Basic Details:

• Task Title – Provide a short, descriptive name.
• Project – Select the associated project (if required).
• Assignee – Optionally assign the task to a team member.
• Click Save to instantly add the task to your list.

You can return to the task later to add more details such as due dates, priorities, or attachments.

Benefits of Quick Task:

• Speeds up task entry during meetings or brainstorming.
• Encourages immediate documentation of to-dos before they’re forgotten.
• Helps maintain momentum in fast-paced project environments.

Conclusion

Whether you’re using the detailed task form or the Quick Task option, CRM Leaf enables structured and flexible task management. These tools ensure teams stay aligned, accountable, and on schedule.