Office tasks within Commusoft are a powerful tool for managing to-do lists and assigning specific tasks related to estimates and jobs. This feature streamlines workflow by allowing you to assign, track, and complete tasks directly within the system, enhancing collaboration and organization across your team. With the ability to tag users and add labels, office tasks ensure that responsibilities are clearly defined and tracked, reducing miscommunication and keeping projects on schedule.
View Setting
➡️ Navigate to an Estimate or Job > Top navigation bar > Office Task
Creating and Assigning Office Tasks
➡️ Office Tasks
Click on the box under 'Office tasks' and start entering your task details.
Assign the Task to a User
Use the '@' symbol and type the user’s name to assign the task.
The assigned user will receive a notification immediately after saving.
Label the Task with Hashtags
Use the '#' symbol to label the task (e.g., #urgent).
Labels are useful for filtering tasks in reports, providing a quick way to categorize and locate tasks.
Click Save
Viewing Assigned Tasks
Assigned office tasks appear in the top right corner of your screen as an icon with a notification count.
Assigned Task Notifications
Red icon: Indicates tasks assigned to you.
White icon: Indicates unassigned tasks. You can claim a task by clicking "Assign to me."
View Task Details
Click the icon to open a side panel with task details.
Click on any blue text (like the customer name) to navigate directly to that section in Commusoft.
Managing Office Tasks
Completing Office Tasks
➡️ To complete a task, click the checkbox to the left of the task. The task will disappear from your list once completed.
Editing Office Tasks
➡️ Click 'Edit' next to the task > Make necessary changes > Click 'Save'
Deleting Office Tasks
➡️ Click 'Delete' next to the task > Type "delete" > Click 'Delete'