Task is a type of activity used for planning and tracking work that needs to be done. In addition to personal tasks, tasks related to sales, case, and campaign processes are also managed through this structure.

If Mailbox settings are defined and active, tasks on Exchange or Google can be synchronized with Robosme. If multiple mailboxes are used, tasks from all environments can be tracked together through Robosme.

The following basic information can be defined in task records:

• Task owner
• Due date
• Start and end date
• Estimated duration and actual duration
• Priority

Tasks can be associated with Sales, Case, and Campaign records. If needed, a sale or case can be created from a task record. Notes and files can be added to task records.

Status Management

When creating a new task, the Save as Completed option allows saving the task directly in completed status. The task status can be quickly updated with the Completed button on the record detail screen. During these operations, start, end, and outcome information related to the task can be defined.

Task record can be set to canceled status with the Cancel button.