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📌 1. What is Task Management in CRM?

Task Management is the process of creating, assigning, tracking, and completing tasks inside the CRM.

In CRM, a task could be:

• A follow-up call

• Sending a proposal

• Reminder to share ERP demo

• Updating lead details

• Scheduling a meeting

• Completing client onboarding step

The goal:
Ensure no work is ever missed.

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📌 2. Why Task Management Is Important for Udyamkart?

✔ Ensures timely follow-ups

Delayed follow-ups = lost customers

✔ Improves intern productivity

Helps interns stay organized daily.

✔ Creates accountability

Each task displays who created it and who must complete it.

✔ Helps in teamwork

Managers can track intern activities easily.

✔ Ensures client satisfaction

Every commitment made to customers is delivered on time.

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📌 3. Types of Tasks Interns Will Use

A. Follow-Up Tasks

Call back the lead at a specific date and time.

B. Communication Tasks

Send email, WhatsApp message, or proposal.

C. Meeting Tasks

Demo scheduling or in-person meeting.

D. Documentation Tasks

Prepare proposal, quotation, or required details.

E. Lead Update Tasks

Update lead status, priority, or notes.

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📌 4. How to Create a Task in CRM (Step-by-Step)

1. Click on Create Task

2. Select type (Call / Follow-up / Email / Meeting)

3. Enter description

4. Choose due date & time

5. Set priority (High, Medium, Low)

6. Assign to yourself or team member

7. Save

After this, CRM automatically shows reminders.

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📌 5. Task Priority Levels

🔴 High Priority

• Hot leads

• Proposal follow-up

• Demo scheduled today
  → Must be completed immediately.

🟡 Medium Priority

• Warm leads

• General inquiries
  → Complete today or tomorrow.

🟢 Low Priority

• Long-term leads

• No immediate action required
  → Complete when free.

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📌 6. Task Lifecycle in CRM

Every task goes through these stages:

1️⃣ Created

Intern adds the task.

2️⃣ Assigned

Task assigned to a specific user.

3️⃣ In Progress

User starts working on it.

4️⃣ Completed

Task is finished & marked as done.

5️⃣ Missed / Overdue

Task was not completed by deadline.

Interns must avoid overdue tasks.

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📌 7. Daily Task Workflow for Interns

Step 1: Login to CRM

Step 2: Open Task Dashboard

Step 3: Check Today’s Tasks

Step 4: Work on High Priority Tasks First

Step 5: Update status after every task

Step 6: Add new tasks after every customer communication

Step 7: Review tomorrow’s tasks before logging out

This ensures a smooth workflow.

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📌 8. Task Reminders & Notifications

CRM sends alerts when:

• A task is due

• A task is overdue

• A task is assigned to the intern

• There is a follow-up scheduled

Interns must check notifications frequently.

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📌 9. Common Task Management Mistakes Interns Must Avoid

❌ Forgetting to mark tasks as completed
❌ Creating vague tasks like “call him later”
❌ Missing follow-up reminders
❌ Not setting time-based tasks
❌ Assigning tasks to wrong team members
❌ Not adding description

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📌 10. Best Practices for Effective Task Management

✔ Use clear task descriptions
✔ Always assign due date & time
✔ Prioritize based on urgency
✔ Avoid clutter—complete tasks on time
✔ Review task list twice a day
✔ Convert every customer communication into a task
✔ Link tasks to specific leads

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📌 11. What Interns Must Learn in Module 5

At the end of this module, interns should be able to:

✔ Create tasks
✔ Assign tasks
✔ Set reminders
✔ Track overdue tasks
✔ Complete tasks on time
✔ Maintain daily workflow using CRM
✔ Improve productivity through proper task planning

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🎓 Module 5 Practical Assignments

Task 1:

Create 10 tasks inside CRM (calls, messages, meetings).

Task 2:

Assign 5 tasks to yourself & 5 to another team member.

Task 3:

Mark 3 tasks as completed.

Task 4:

Explain the difference between high, medium & low priority.

Task 5:

Prepare a 1-day Task Report in Excel or CRM.