Overview
Tasks and activities help users organize follow-up work such as calls, reminders, visits, internal actions, and customer-related to-do items. They support accountability by recording who owns the task and when it is due.
Main purposePlan and track follow-up work in a visible, date-driven way.
Important areasTask list, task details, due date, status, owner, related contact or case, and reminders.
Business valueBetter follow-up discipline, less forgotten work, and clearer visibility across the team.
Where To Find It
Common Path: CRM > Tasks > Tasks List > New or Open Task
Most users open the Tasks List to review what is due, filter by status or employee, and then open the task to update progress.
Note: Activities may be visible in more than one area of QBM, such as CRM, employees, or jobs, depending on the module that created them.
How It Works
A task normally starts with a due date, an assigned user, and a clear action. As work progresses, the user updates status, notes, and completion details until the task is finished.
- Due date keeps the work time-based and visible.
- Assigned employee keeps responsibility clear.
- Status helps distinguish open, pending, and completed work.
- Related partner, case, or job keeps the activity connected to the right business record.
Main Areas
| Area | What It Is Used For |
|---|---|
| Tasks List | Review open and completed work, filter it, and open tasks for updates. |
| Task Details | Store the subject, description, due date, and linked record. |
| Assignment | Shows who owns the task. |
| Status Control | Tracks whether the task is new, pending, completed, or otherwise updated by your process. |
| Related Record Link | Keeps the task tied to the right customer, case, or job. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Subject | The main title of the activity. | Use a short, action-based name. |
| Due Date | The date the activity should be completed. | Use it to manage follow-up discipline. |
| Assigned To | The employee responsible for completing the work. | Set this so there is no confusion about ownership. |
| Status | The current progress of the task. | Update it when the activity moves or completes. |
| Priority | The importance or urgency level. | Use it when users need to sort their work by importance. |
| Related Record | The customer, case, or job linked to the activity. | Use it so the history remains connected. |
| Description / Notes | The detailed instructions or result of the activity. | Use it for clarity and handover. |
Recommended Workflow
- Create the activity from the Tasks List or the related business record.
- Enter a clear subject, due date, and assigned employee.
- Link the activity to the relevant customer, case, or job if needed.
- Set priority and status based on the urgency of the work.
- Update notes as progress happens.
- Mark the activity completed when the work is finished.
Best Practice
- Use clear action-based task names such as Call, Confirm, Review, or Visit.
- Keep due dates realistic and update them if commitments change.
- Complete finished tasks properly so overdue reports stay meaningful.
- Use priorities only when your team applies them consistently.
- Link tasks to the correct customer, case, or job for stronger history.