What is Task module?

In XoroERP, users can create and assign tasks to ensure that processes are completed on time and users are notified regarding the work. The Task Module helps to create and manage tasks efficiently. It assists teams in tracking tasks from the beginning, setting deadlines, prioritizing tasks, and assigning them to the right individuals. This ensures projects stay on track and are completed on time.

By leveraging the Task Module, users can ensure the following:

• Enhance team collaboration and communication

• Increase productivity and focus

• Improve project tracking and monitoring

• Ensure timely task completion and reduced delays

Tasks can be created in multiple ways:

1. Create a new, individual task

You can enter information into the task module to create the tasks.

2. Create a task from a transaction module

Users can now create and manage tasks directly from various transaction modules to assign specific actions related to an order, estimate, or bill. This ensures that every stage of the transaction lifecycle is tracked and executed efficiently.

The “Task” tab is available in the header and subform sections of the following modules:

• Sales Order

• Estimate

• Purchase Order

• Invoice

• Bill

• Credit Memo

• Invoice Credit Memo