How to Create & Manage Tasks

cieTrade's Task feature allows users to create and assign to-do items (tasks) or reminders for themselves or other users of the company. It can be used internally or externally, depending on the situation. Tasks are considered to be a CRM feature, so you will need to enable the CRM module in order to use them.

How to Enable CRM Tools

For information about enabling the CRM tools, see our helpfile here.

Additional Settings

User Settings:

There are two settings that pertain to Tasks, and are defined at the user level. Those settings are:

• Enable Email Task Reminders
• Email me a daily summary of assigned Tasks

The first setting allows you to toggle the email reminders (that would be sent) on or off. If checked, you will receive an email reminder based on the time established on the task. If unchecked, you will not receive  any email reminders regardless of how the task was setup.
The second setting allows you to toggle whether or not you would like to receive a summary, or roll up, of all the tasks due that day, as well as any other ones that are outstanding.

Setting up Task Categories:

Task Categories allow you to further define the Task. It is used internally as a reference point for the type of task it is. Examples may be: Call, Email, Operations, Accounting, etc. To add a Task Category:

1. Navigate to your Settings > Common Information > Task Categories.
2. Click + Add New.
3. Enter the name of the category.
4. Click Save Settings once you are finished.

Locating and Managing your Tasks

There are two ways to create and manage your tasks. The first is through the shortcut icon located next to your company name at the top. Clicking the Task icon will bring up all of your assigned tasks as well as give you the ability to create new ones.

The second option is to do so on the Latest Activity page. You can find this page by clicking the shortcut icon located at the top of the screen, within the shortcuts bar.

From the Latest Activity page, you will find any and all tasks that are assigned to you. All of your tasks can be found under 'Your upcoming tasks'

You can find all of the open and completed tasks (company wide) on the same page. If you click 'Activity' and set it to either Open or Completed Tasks, you will be shown them respectively.

How to Create a Task

To create a Task:

1. Click on the Task shortcut icon at the top (located within the shortcuts bar).
2. Click Add a new task.
3. Select the Company the Task is associated with.
4. Select the Contact the Task is associated with (if any).
5. Enter a note, description, or action item within the Description field (if needed).
6. Select a Task Category (if applicable).
7. Enter the time and date the task should be completed by. If the time is left blank, it will default to to 12:00:01AM of the set date.
8. Within the Reminder field, select the amount of time before the task is due that you would like to receive an email reminder.
9. Finally, select the cieTrade user who is responsible for the Task.
10. Once you are finished, click Save.

NOTE: If you would like the contact (selected within the Contact field) to be CC'd on the email reminder, check off the box for copy contact on email reminder.

Other

For more information about cieTrade's CRM features, see our helpfile here.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.