My task

With Pancake CRM, you can create tasks and assign them to customer service staff right on Pancake.

Create tasks on Pancake CRM

There are 2 ways to create a job on CRM

Go to My Task -> Task -> New Task

Another way, you can create task directly from customer information (as shown below)

Then, you fill in the Title, Deadline, and can select the table, select the customer corresponding to the job, assign the employee to process and select the Task Category (you can add categories for classification).

After successfully creating a Task, the list of created jobs will be displayed, employees can only see their Task. In addition, you can track Task progress, apply filters by employee, category, due date.

In the Task details section, employees can add notes to record work progress with each customer, and Admin can also create reminders for assigned employees.

After the employee completes the work, he/she can check the check box and the work will be displayed in the Completed section.