Task Management Overview: My Task, Task Board, Waiting for Approval, Pin Task & Calendar View

CRM Leaf provides a comprehensive suite of tools to help users manage tasks efficiently, prioritize work, track progress, and meet deadlines. This guide explains key task management features: My Task, Task Board, Waiting for Approval, Pin Task, and Calendar View.

My Task Section

The My Task section displays all tasks assigned to the logged-in user for easy tracking and management.

Key Details Displayed:

Field	Description
Task (Short Code)	A unique identifier for the task (e.g., MRA-24).
Project	Project the task belongs to.
Milestone Summary	Linked milestones, if any.
Assigned To	Assigned user(s) responsible for the task.
Priority	Priority level (High, Medium, Low).
Description	Brief or detailed description of the task.
Files	Documents or media attached to the task.

Task Features Overview

CRM Leaf tasks come with built-in capabilities for better team collaboration and task tracking:

• Sub Task – Divide tasks into smaller, actionable steps.
• Comment – Facilitate team communication directly on tasks.
• Timesheet – Log time to track effort accurately.
• Notes – Add private, internal comments for task reference.
• History – View a complete log of updates and changes.
• Upload File – Attach files to tasks for easy sharing and documentation.
• Export Task – Download task details to Excel format.

Task Board

The Task Board offers a visual view of task progress through drag-and-drop status columns.

Task Status Columns:

Field	Description
Task (Short Code)	A unique identifier for the task (e.g., MRA-24).
Project	Project the task belongs to.
Milestone Summary	Linked milestones, if any.
Assigned To	Assigned user(s) responsible for the task.
Priority	Priority level (High, Medium, Low).
Description	Brief or detailed description of the task.
Files	Documents or media attached to the task.

Waiting for Approval

Use this section to validate task completion before finalizing them.

Purpose:

• Ensures tasks meet quality standards before closure.
• Provides a layer of review from managers or stakeholders.
  Process:
• Task is updated to Waiting for Approval after completion.
• It moves to the corresponding column on the Task Board.
• Approver either marks it Completed or sends it to Resubmitted with feedback.
• Pin Task
  Highlight important tasks using the Pin Task feature.
• What It Does:
  Pins a task to the top of your task view for quick access and better visibility.
• How to Pin:
  Find the task in Tasks or My Task view.
• Click the Pin icon next to the task title.

Key Benefits:

• Prioritize urgent or high-impact tasks.
• Prevent key items from getting lost in long lists.
• Quick access to frequently viewed tasks.

Note: Pinning is user-specific and doesn’t affect how others view the task.

Calendar View

The Calendar View offers a visual timeline of tasks, helping users manage deadlines and track scheduled activities.

View Options:

View	Description
Month View	Overview of all tasks and milestones scheduled in a calendar month.
Week View	Focused view showing tasks planned for the current week.
Day View	Detailed breakdown of tasks due or starting on a specific day.
List View	Scrollable list of all scheduled tasks and events across timeframes.

Benefits:

• Visual clarity on upcoming tasks and deadlines.
• Better workload planning and time management.
• Easy identification of potential scheduling conflicts.
• Users can click on any task in the calendar to view its full details or edit it directly.

Conclusion

With features like My Task, Task Board, Waiting for Approval, Pin Task, and Calendar View, CRM Leaf offers a robust environment for task organization and execution. These tools help teams stay aligned, accountable, and productive—ensuring every task moves smoothly from planning to completion.