Understanding Tasks in your Cloven CRM

Understanding Tasks in your Cloven CRM

It can get overwhelming when you have 100's of open tasks and you don't have a clear and concise place to find them. With views inside of Cloven you can find exactly the tasks your looking for and not over clutter your system. In this video below we show you the best practice to using "My Open Tasks" view, so that you can be the most efficient possible. 
Notes
Kanban view within the task module is pre-defined and will not be able to customize it 

Working/Closing Tasks

In this video explanation we show you how best to utilize tasks through the "Contextual View" within Cloven. In one central location you can see all notes, all emails and all insurances for one client.