{"id":23588,"date":"2024-06-12T13:26:02","date_gmt":"2024-06-12T11:26:02","guid":{"rendered":"https:\/\/docs.prim.io\/tasks\/"},"modified":"2024-06-12T13:26:18","modified_gmt":"2024-06-12T11:26:18","slug":"tasks","status":"publish","type":"page","link":"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/tasks\/","title":{"rendered":"Tasks"},"content":{"rendered":"\n<p>The &#8220;Tasks&#8221; module organizes and optimizes the daily activities of employees by allowing the assignment of different tasks to all users in the system. The biggest advantage here is freedom &#8211; tasks can serve you as needed, for example:  <\/p>\n\n<ul><li>as a way of managing day-to-day activities in the company. Each employee can assign ( as well as send tasks to another user) and use the module as a &#8220;To-do list&#8221; and calendar with all phone calls, meetings, emails, document issuance, etc.  <\/li><\/ul>\n\n<ul><li>as a way of internal communication. Instead of sending emails, Skype\/ Viber\/ Slack or any other communication channel, you can use the module to assign tasks to your employees with different priority, deadline etc.  <\/li><\/ul>\n\n<ul>&#13;\n<li>as an internal ticketing system to receive complaints and complaints by phone\/email\/verbally. By logging a task, you can immediately trigger the complaint\/complaint handling process by directing it to the correct department\/employee.  <\/li>&#13;\n<\/ul>&#13;\n<blockquote>&#13;\n<p>\u0412 \u0441\u0438\u0441\u0442\u0435\u043c\u0430\u0442\u0430 \u0438\u043c\u0430 \u043e\u0449\u0435 \u043d\u044f\u043a\u043e\u043b\u043a\u043e \u0438\u043d\u0442\u0435\u0440\u0444\u0435\u0439\u0441\u0430, \u043a\u043e\u0438\u0442\u043e \u043c\u043e\u0433\u0430\u0442 \u0434\u0430 \u0431\u044a\u0434\u0430\u0442 \u043f\u043e\u043b\u0435\u0437\u043d\u0438 \u0432 \u0440\u0430\u0431\u043e\u0442\u0430\u0442\u0430 \u043d\u0430 \u0440\u0430\u0437\u043b\u0438\u0447\u043d\u0438\u0442\u0435 \u043e\u0442\u0434\u0435\u043b\u0438. \u0422\u043e\u0432\u0430 \u0441\u0430 \u0442.\u043d\u0430\u0440. &#8220;Dashboards&#8221; \u0438\u043b\u0438 \u0442\u0430\u0431\u043ba, \u043a\u043e\u0438\u0442\u043e \u043f\u0440\u043e\u043c\u0435\u043d\u044f\u0442 \u043f\u0440\u0435\u0434\u043d\u0430\u0437\u043d\u0430\u0447\u0435\u043d\u0438\u0435\u0442\u043e \u0441\u0438 \u0441\u043f\u043e\u0440\u0435\u0434 \u043c\u043e\u0434\u0443\u043b\u0430, \u0432 \u043a\u043e\u0439\u0442\u043e \u0441\u0435 \u043d\u0430\u043c\u0438\u0440\u0430\u0442.\u00a0<\/p>&#13;\n<\/blockquote>&#13;\n<p>\u00a0<\/p>\n<div>\n<div class=\"grid gx3\">\n<div class=\"box\">\n<h3><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=1698\/\"><strong>Dashboard Warehouse<\/strong><\/a><\/h3>\n<p>Operational screen Warehouse contains concentrated information about:<\/p>\n<p>&#8211; warehouse operations (picking, stocking, pending orders)<\/p>\n<p>&#8211; stocks by item and quantity (available, minimum, optimum, incoming, outgoing, required, in, out)<\/p>\n<p>Designed for: warehouse <strong>manager<\/strong>.<\/p>\n<\/div>\n<div class=\"box\">\n<h3><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=1700\/\"><strong>Dashboard Finance<\/strong><\/a><\/h3>\n<p>Operational Finance screen contains concentrated information about:<\/p>\n<p>&#8211; unpaid revenue, expenditure financial documents and unallocated payments<\/p>\n<p>&#8211; liquidity statement (cash flow and expected cash flow)<\/p>\n<p>Designed for: <strong>operational accountant, trader.<\/strong><\/p>\n<\/div>\n<div class=\"box\">\n<h3><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=1702\/\"><strong>Dashboard Sales<\/strong><\/a><\/h3>\n<p>The Operational Sales screen contains concentrated information on:<\/p>\n<p>&#8211; sales in process and unpaid sales revenue<\/p>\n<p>&#8211; sales reports by multiple sections<\/p>\n<p>Designed for: <strong>salesman and sales manager.<\/strong><\/p>\n<\/div>\n<div class=\"box\">\n<h3><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=1704\/\"><strong>Dashboard Orders<\/strong><\/a><\/h3>\n<p>Operational Orders screen contains concentrated information about:<\/p>\n<p>&#8211; outstanding orders and requests, unpaid expenses<\/p>\n<p>&#8211; stocks by items and quantities (available, minimum, optimum, incoming, outgoing, required, in, out) and warehouse reports<\/p>\n<p>Designed for: <strong>supplier, buyer, buyer.<\/strong><\/p>\n<\/div>\n<div class=\"box\">\n<h3><a href=\"https:\/\/docs.prim.io\/bg\/?page_id=1706\/\"><strong>Dashboard Management<\/strong><\/a><\/h3>\n<p>Operational Management screen contains concentrated information and graphs about:  <\/p>\n<p>&#8211; sales, profits, income, expenses, receivables and payables<\/p>\n<p>&#8211; cash, expected cash flow, liquidity and stock value<\/p>\n<p>Designed for: <strong>company management.<\/strong><\/p>\n<\/div>\n<div class=\"box\">\n<h3><a href=\"https:\/\/docs.prim.io\/bg?page_id=4484\/\"><strong>Dashboard Results<\/strong><\/a><\/h3>\n<p>The Operational Results screen contains concentrated information on:<\/p>\n<p>&#8211; sales with statuses to customers of the trader made by other traders<\/p>\n<p>&#8211; lists of all the trader&#8217;s customers, their sales and their statuses<\/p>\n<p>Designed for: <strong>customer salesperson<\/strong>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The &#8220;Tasks&#8221; module organizes and optimizes the daily activities of employees by allowing the assignment of different tasks to all users in the system. The biggest advantage here is freedom &#8211; tasks can serve you as needed, for example: as a way of managing day-to-day activities in the company. Each employee can assign ( as [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":23660,"menu_order":1,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tasks - PRIM.IO RESOURCE CENTRE<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.prim.io\/en\/prim-io-user-guide\/modules\/tasks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tasks - PRIM.IO RESOURCE CENTRE\" \/>\n<meta property=\"og:description\" content=\"The &#8220;Tasks&#8221; module organizes and optimizes the daily activities of employees by allowing the assignment of different tasks to all users in the system. 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