CRM

Tasks

Tasks are one of the features in Nobox.Ai used for managing team or individual tasks. You can manage all activities, user tasks, or tasks assigned to others.

Tasks Menu Overview

On the display, there are several sections, each with its own function. The explanations of these functions are as follows:

Features/ButtonsFunction
Add BoardUsed for adding boards.
Add TaskUsed for adding tasks.
Edit DeleteUsed for displaying pop-up to edit or delete board data.
Kanban ViewUsed for display in kanban form.
Calendar ViewUsed for displaying in calendar form.
List ViewUsed to display in list form.

Add Board

To add board data, please click the [ Add Board ], button to display the [Add Board] dialog.

Add Board Dialog

Fill in the required fields, for example, as follows:

EntryDescriptionExample
NameBoard NameMakmur Dev
DescriptionBoard DescriptionInformation on the tasks the developer team is working on
ListTask stagesNew, Working, Ready to Test, Done

If you have completed the form, click [Save] to save the newly created board data.

Edit and Delete Board Data

To edit a board data, first select the data you wish to edit. Click the [ Edit Delete ] icon, a pop-up will appear; choose the [Edit] button, edit your data, and then click [Save] to apply the changes.

To delete a board data, select the data you want to delete, then click the icon [ Delete ] to display a pop-up. Choose the [Delete] button, and a confirmation dialog will appear asking if you want to delete the data. Click [Yes] to confirm or [No] to cancel.

Add Task

To add a task, please click [ New Task ] and the [Add Task] dialog will appear.

Add Task Interface

Complete the required fields, for example as follows:

EntryDescriptionExample
NameTask NameProject Simulation
Detail/PlanTask details/plansSimulation from the beginning when a customer registers to use the system until the report is issued and until the customer stops subscribing.
Next Steps/ResultsNext steps or task resultsCreate a google sheet of checked feature data
AttachmentTask Attachment-
OwnerTask OwnerJasmine
ListTask ListNew
CategoryTask CategoryDevelopment
PriorityPriority LevelHigh
TagTask TagSimulation, Project
Start DateDeadline09-11-2024
End DateEnd of time limit12-11-2024
ContactContact who is working on the taskWara
CompanyThe company that carried out the taskPT. Indodrink
TransactionTransactions related to the taskWara Indodrink Deals

If you have completed the fields, click [Save] to save the task data you just created.

Edit Dan Delete Task Data

To edit a task data, please first select the data you wish to edit. Edit your data and click [Save] to save the changes.

To delete a task data, first select the data you want to delete, then click [Delete]. A confirmation dialog will appear asking if you want to delete the selected data. If yes, click [Yes]; if not, click [No].

Comment

Comments are one of the features of Nobox.Ai used to provide opinions, responses, or feedback on the task.

Add Comment

To add a comment, click the [ Comment ] icon to open the comment dialog. Enter your comment and click the [Send] button to submit it.

Add Comment Interface

Edit and Delete Comment

To edit a comment, first select the data you wish to edit. Then click the icon [ Edit Delete ], which will display a pop-up with Edit and Remove options. Choose the [Edit] button, make your changes, and click [Send] to save them.

To delete a comment, select the data you want to remove. Then click the [ Remove ] icon, click [Remove], and a confirmation dialog will appear asking if you want to delete the data. If yes, click [OK]; if not, click [Cancel].

Copy Task

The assignment copy feature allows you to easily duplicate your task data. To copy task data, click the icon [ Settings ] and select [Copy]. The task data will then be duplicated.

Copy Task Interface

If you encounter any issues or difficulties with Nobox.Ai, please contact us via Support Ticket