Task Overview

Tasks will be one of the main screens you use for logging information and attaching it to a module or entity within Brilliance CRM.

Note: All of the drop downs are customizable to meet your unique business needs. The defaults that come out of the box are there to meet most business needs.

• Overview
  • Regarding: Who the task is related to. This can be Accounts, Leads, Opportunities, or Projects/Jobs.
  • Category: The main category for this task.
  • Title: A brief description of the task. Think of this like you would the title of a book.
  • Task Number: This is automatically assigned once saved.
• General
  • Status: The status of the task (e.g., Not Started, Cancelled, In Progress, Waiting on the Customer, or Completed).
  • Priority: The priority (e.g., Normal, Low, or High)
  • Assigned To: Who the task is assigned to. You can assign to one or more users within the system.
  • Notify: Who you want to notify. These can be employees, the customer, etc. These users need to be a user within the system. To assign to a userwho doesn't have an account see the Miscellaneous tab.
  • Start Date: The date the task is to start.
  • Due Date: The date you want the task to be completed.
  • Completed Date: The date the task actually was completed.
  • % Complete: The percent of completion the task is currently at.
  • Estimated Hours: The estimated number of hours that it will take to complete the task.
  • Billable Hours: The number of hours that are billable for the task.
  • Send Notice to Client on Change: Should a notice be sent to the customer whenever the Save Task button is clicked.
  • Send Notice to Client on Complete: Should a notice be sent to the customer when the task is complete.
  • Save to Feedback: Should information be saved to the Feedback module. For more on Feedback, see the Feedback overview knowledgebase article.
  • Billable: Should this task be considered billable.
  • Billed: Has this task been billed.
  • Task Completed: Check when the task is completed. This will also set the Status to completed, Completed Date to the current date/time, and the Percent Complete to 100%.
• Details
  • The complete details of the task and work that is needed to be completed.
• Docs
  • See the documents knowledge base article overview on using documents.
• Miscellaneous
  • Full Name: A name of a person to receive the notifications related to this task that are not a user within the system.
  • Email Address: The email address of the person that is in the full name above.
  • Phone Number: The phone number of the person that is in the full name above.
  • Quantity: If a quantity pertains to this task, you would put it here.
  • Price: If there is a dollar value associated with this task you can list it here.
  • Mileage: Put any mileage that relates to this task.
  • Expenses: Put any expenses that are related to this task.
  • Display Order: The display order sets the priority order within any reports and grids in the system. This order for grids can be changed based on the users grid settings.
  • Related Tasks: Any tasks that are related to this task.
  • Tags: Tags help you categorize the information the way your business may need.
  • Created By: A read-only field of the person that created the task.
  • Created Date: A read-only field for the date/time the task was created.
• Work Notes
  • Work Hours: The number of hours related to the work notes you're about to put below.
  • Work Notes: Notes that are visible to your customer.
  • Work Notes (Internal Only): Notes that are visible only to you and your fellow employees.