# 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**
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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.
{% endhint %}
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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**.
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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:
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**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**
{% endhint %}
### **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
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