In this article, we will be answering the following questions:

  • What is a task priority?
  • How do I add priorities?
  • What are task types and how do I use them?
Plans: Free CRM, Sales CRM, Project Management, ERPPermissions:Admin rights

To access your Resources Module settings:

  • Navigate to Settings from your profile on the top right corner.
  • Click on Feature Settings and select Resourcing.

Priority

Resourcing priority helps you classify your tasks according to its priority. For example, priority can be low, medium, high, urgent, etc.

How to add a priority.

  • Navigate to Settings from your profile on the top right corner.
  • Click on Feature Settings and select Resourcing.
  • To add a new priority, click on the green "Add row" button.

Task types

You can classify tasks depending on the type of task that is being done such as Marketing, Design, Development, Sales, etc. This will further help you in reporting and resource allocation.

How to create task types:

  • Navigate to Settings from your profile on the top right corner.
  • Click on Feature Settings and select Resourcing.
  • To add a new type, click on the green "Add row" button.
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