Managing Tasks in SuiteCRM | Activities - Tasks Guide

Here's a step-by-step guide on creating, assigning, and tracking Tasks in SuiteCRM.

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Tasks are a great way to stay organized and keep track of what needs to be done. I’ll show you how to manage Tasks in SuiteCRM’s Activities module. You’ll also learn how to set deadlines and monitor progress to ensure everything is on track. By the end of this tutorial, you’ll know how to use Tasks to boost your productivity and manage your team’s workload efficiently.

Bastian Hammer

About Bastian Hammer

Bastian Hammer has over 20 years of experience in software development and integration, including 19+ years in e-commerce, 10+ years in CRM, and 5+ years in marketing automation.
He combines technical expertise with strong analytical and conceptual skills to design future-proof IT architectures.
As a project leader, he excels in clear communication, thorough analysis, and hands-on solutions, translating your requirements into efficient systems and digital processes.