Task Management — Assignments & Follow-ups

Overview

KeenCRM's Task module helps you manage follow-ups, to-dos, and team assignments so nothing falls through the cracks.

Creating Tasks

1. Go to Tasks in the sidebar under Operations
2. Click "Add Task"
3. Enter: title, description, due date, priority
4. Assign to a team member
5. Optionally link to a contact, deal, or company
6. Save the task

Task Properties

• Title: Brief description of what needs to be done
• Description: Detailed instructions or context
• Priority: Low, Medium, High, Urgent
• Due date: When the task should be completed
• Assignee: The team member responsible
• Status: To Do, In Progress, Completed
• Linked entity: Optionally connect to a contact, deal, or company

Managing Tasks

• Mark complete: Check off tasks as you finish them
• Filter: View tasks by status, priority, assignee, or due date
• Sort: Order by due date, priority, or creation date
• Edit: Update any task details

Task Notifications

Team members receive notifications when:

• A task is assigned to them
• A task due date is approaching
• A task is marked as completed