Tasks

The “Tasks” section definitely deserves the status of one of the most useful sections in SaleBot. This is an important feature that helps users organize and manage their tasks and to-do lists. It provides a system for creating, editing, prioritizing, and tracking tasks, helping users stay organized and improve productivity.

The main features of the Tasks section include:

Creating and editing tasks: Users can create new tasks, add descriptions, and set deadlines.

Task prioritization: Users can assign priorities to each task so that the most important ones are completed first.

Assigning tasks to a specific employee: Tasks can be assigned to a particular team member. Each employee can view their personal task list, which helps prevent missed tasks and increases productivity.

Calendar-based task management: Users can view a weekly calendar with all existing tasks and track their deadlines to make sure nothing is missed.

Task grouping: Tasks can be organized into categories, making them easier to find and manage.

Task progress tracking: Users can monitor the status of each task, mark them as completed, or postpone them if necessary.

How to Use the Tasks Section

Using the Tasks section is quite simple. The interface is intuitive, making it easy to create, delete, or edit tasks.

By default, all tasks are displayed in a calendar view

However, if needed, tasks can also be displayed in a list view.

In the list view, tasks are grouped into Kanban columns. Each task row also displays:

• Deadline

• Task participants

• Task status (progress)

• Priority

The choice of displaying tasks as a list or a calendar is saved automatically. You don’t need to switch to your preferred view every time, and you can change the view format at any time in the future.

Overdue tasks can be edited by an employee with the Administrator role or by a team member who has been granted permission to edit such tasks in a custom role.

To configure task editing permissions for other team members, you need to go to the Custom role.

Next, enable the required checkboxes for the specific role or employee.

Creating and Editing Tasks

Tasks can be created either linked to a deal or independently. Tasks linked to a deal are created in the MaviBot CRM section.

To create a task, click the “Add a Task” button on the screen.

A task creation window will then open.

There is also a quick task add form: to use it, click the + next to the desired date, and the form will open at the bottom.

Clicking the “+” button opens a compact task creation form with the following fields:

• Select Client — to link the task to a specific client

• Task Deadline — date and time for task completion

• Priority — low, medium, or high

• Assign Responsible Employee — designate who will complete the task

In the client card on MaviBot, you can see how many tasks have been created for that client.

In the Clients section, you can create or delete a task and view the list of tasks associated with that client.

You can also create a task directly in the CRM, without opening a chat, from the list of existing deals in the sales pipeline.

After clicking the "Deal tasks" button, the task creation window will open, similar to the one used when creating a task in a client chat.

The window includes fields for:

• Task name

• Priority and deadline

• Task description

• Assigning a responsible employee

Once the task is created, you can view it by clicking on the Tasks icon.

Clicking the "Deal tasks" button will open the client chat window with the Tasks section.

Here, you can edit a task, mark it as completed, or delete it.

To complete a task, open the Edit Task window. In the editing window, you can:

• Change the task priority

• Edit the task name

• Assign the task to a different employee

Completing a Task

To mark a task as completed, click the checkmark on the task card.

After that, the task will appear as follows.

Kanban

Kanban is a task management feature that focuses on workflow and minimizing delays. This feature allows you to organize tasks into specific groups and track their progress.

Kanban uses boards with cards, each representing a task or a stage of work. Cards move across the board depending on the task’s progress. For example, a card may start in “Planning”, move to “In Progress”, and finally reach “Completed”.

Creating a Column in Kanban

To use the Kanban functionality, click and go to the corresponding section:

Click the Add Column button.

After clicking the button, a form will open with a field to enter the column name and an option to select the column color.

After entering the column name and selecting a color (if needed), the column will appear in the Kanban tab.

You can add as many columns as needed using the “Add Column” button (see the example above).

To add a task to a specific column, click the “+ Add a Task” button. A quick task creation window will then open.

You can also use the button on the top panel to add a task, or add a task directly in a column below the existing tasks.

The opened modal form includes the following fields:

• Task name

• Client selection (to link the task to a specific client)

• Column selection

• Priority level

• Deadline

• Assigning a responsible employee

В задачи можно добавить вложения:

Please Note!

Attachment restrictions:

• Only photo or video files are allowed

• No more than 10 attachments per task

• The size of each attachment must not exceed 20 MB

Editing Columns and Tasks

To edit a column, use the additional settings menu, which opens when you click the corresponding button.

In the dropdown menu, you can also create a task, edit the column, or delete it.

Please note that deleting a column does not delete the tasks. The tasks will be moved from the Kanban section to the calendar or list view, where they will appear with their assigned date.

Moving Tasks and Reordering Columns

Any task from the calendar board can be moved to a Kanban column. To do this, open the task editing settings and select the column where you want to place the task.

To reorder columns, click the settings (gear) icon in the top menu to open the settings window.

Then click and hold the left mouse button on the desired column and drag it to the required position.

Callbacks

To enable task notifications (such as task creation, task editing, etc.), go to the “Callbacks” section in the project settings and check the checkboxes.

After this, click the Save button.

Examples:

When a task linked to a specific client is created in the Clients section, a message will appear in the client’s chat with the following text:

new_task_added_callback task_id:#{task.id}, task_name:#{task.name}

Where:

• task_id — the unique identifier of the task

• task_name — the name of the task

When editing a task linked to a specific client, a comment will appear in the client’s chat with the following text:

Task was edited by #{current_user.display_name}: edit_task_callback task_id:#{task.id}, task_name:#{task.name}

Where:

• task_id — the task ID

• task_name — the name of the task