> For the complete documentation index, see [llms.txt](https://pancake-crm.gitbook.io/pancake-crm_en/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://pancake-crm.gitbook.io/pancake-crm_en/iii.-crm/my-task.md).

# My task

## Create tasks on Pancake CRM&#x20;

There are 2 ways to create a job on CRM

Go to `My Task` -> `Task` -> `New Task`

<figure><img src="/files/4fBx5lrIYjAx03Ngg37V" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/OxaDhrVi6grSMzY30446" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/C72JyYG6PXkW6sGdt28C" alt=""><figcaption></figcaption></figure>

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).

<figure><img src="/files/SnfTjyhX9jSGh4fofTjB" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/spjAW9Ciz6EQeFuIGIJQ" alt=""><figcaption></figcaption></figure>

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.

<div><figure><img src="/files/eCasLTZtyX3GghuKmb0c" alt=""><figcaption></figcaption></figure> <figure><img src="/files/pfo4tRl0WMpuUXC5fHkh" alt=""><figcaption></figcaption></figure></div>

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

<figure><img src="/files/CIOdBMcZ1oSa21SI7tmL" alt=""><figcaption></figcaption></figure>

## Create Task on Pancake

You can create jobs on Pancake with the same flow as on Pancake CRM

<div><figure><img src="/files/qpMmu6atcFLp4e1Kv0XP" alt=""><figcaption></figcaption></figure> <figure><img src="/files/8FYvqxQHwJJ1duTbi9xu" alt=""><figcaption></figcaption></figure></div>
