Quick Task Module

• The Quick Task Module is used to create, assign, track, and manage tasks related to Sales Orders and other activities.
• Tasks can be created directly from a Sales Order or from the Quick Task Module itself and are visible to the assigned staff.

Accessing Quick Task Module

• Go to MYHOME
• Click on Quick Task
• The Quick Task list screen opens.
  
  
  

Adding Quick Task from Sales Order

View Sales Order Info

• Open Sales Order
• Navigate to the Info/Quick Task section inside the Sales Order
  
  
  

Add Quick Task

• Click on Add Quick Task
• The +Add Quick Task form opens
  
  
  

Fill Quick Task Details

• Stage* – Select the task stage
• Assigned To* – Select the staff member
• Priority – Select task priority
• Time Allocation (Hours) – Enter estimated time
• Tags – Add tags if required
• Start Date – Select start date

Submit Task

• Click Submit
• The task is created and linked to the sales order.
  
  
  

Task Visibility for Assigned Staff

• The created task is automatically visible to the assigned staff
• Assigned users can view the task in their Quick Task Module
• Tasks are shown based on assignment and status

Adding Quick Task from Quick Task Module

• Open Quick Task Module
• Go to MYHOME → Quick Task
  
  
  

Add New Quick Task

• Click on New Quick Task
• The Add Quick Task form opens

Enter Task Details

• Select Stage*
• Select Assigned To*
• Set Priority
• Enter Time Allocation
• Add Tags
• Select Start Date

Save Task

• Click Submit
• The task is created and assigned successfully.
  
  
  

Viewing Quick Tasks

Task List View

• The Quick Task list displays:
  • Task ID
  • Reference Title
  • Reference Source
  • Stage
  • Status
  • Assigned By
  • Priority
  • Added On

Task Status Tabs

• Assigned – Active assigned tasks
• Completed – Finished tasks
• History – Past task records
  
  
  

Editing & Reassigning Tasks

• Click on Edit to modify task details
• Click on Reassign Task to assign the task to another user
• Update required details and save.
  
  
  

Search, Filter & Navigation

• Use the Search box to find tasks
• Use Filter options to narrow results
• Navigate using pagination controls
• Select the number of records per page from the dropdown.