Task Management
Tasks in QuantixOne CRM help your team stay on top of follow-ups, calls, meetings, and any other actions related to your contacts. Every task can be linked to a contact, assigned to a team member, and tracked through to completion.
Viewing Tasks
To see all tasks across your contacts, click Tasks in the left sidebar. You can also view tasks specific to a contact by opening the contact's detail page and selecting the Tasks tab.
Click Tasks in the sidebar to see all tasks in your location.
Creating a Task
To create a new task, click the + New Task button at the top of the Tasks page, or open a contact and click + Add Task inside the contact's Tasks tab.
Fill in the task details:
- Title — A short description of what needs to be done (required).
- Task Type — The kind of task: Call, Email, Meeting, Follow-up, or Custom.
- Due Date & Time — When the task should be completed.
- Priority — Low, Medium, High, or Urgent.
- Assigned To — The team member responsible for completing the task.
- Description — Optional notes or context about the task.
- Linked Contact — The contact this task is about (auto-filled if created from a contact page).
The Create Task panel. Fill in the title, priority, due date, and assigned team member, then click Create Task.
Click Create Task to save it.
Kanban Board View
In addition to the standard list view, you can switch to a Kanban Board to see tasks organized by their status. This gives you a visual overview of what is open, in progress, and completed.
To switch views, click the Kanban icon near the top-right of the Tasks page.
The Kanban board displays tasks in columns based on their status:
- Backlog — Tasks logged but not yet scheduled.
- Todo — Tasks ready to be picked up.
- Pending — Tasks waiting on something before they can proceed.
- In Progress — Tasks currently being worked on.
- Completed — Tasks that have been finished.
- Blocked — Tasks that cannot move forward due to a dependency.
The Kanban board gives a visual overview of all tasks organized by status.
Updating Task Status
From the Kanban board: Drag a task card from one column to another to update its status.
From the Edit Task panel: Select a task (checkbox), click the Edit icon or use the bulk action bar, and update the Status dropdown in the Edit Task panel. You can also update the assignee, priority, task type, and due date from the same panel.
Activity Logs
The Activity Log is an automatic timeline that records every action taken on a contact — including contact updates, task completions, notes added, and more. It gives your team full visibility into the history of any contact.
To view the activity log for a contact, open the contact's detail page and click the Activity tab.
The activity log shows each event as a timestamped entry, including:
- Contact field updates (e.g., "Email changed from … to …")
- Tasks created, updated, or completed
- Notes added or edited
- Tags added or removed
- Ownership changes
- Import history
Filtering Activity by Type
To focus on a specific type of activity, use the Filter dropdown above the activity timeline. You can filter by:
- All activity
- Contact updates
- Tasks
- Notes
- System events
Video Walkthrough
Watch the complete walkthrough below to see how to manage tasks and view activity logs in QuantixOne CRM.