Task Management Module
The Task Management Module operates seamlessly alongside Supsis AI's Contacts (CRM), live chat, and ticketing architecture, enabling organizations to centrally organize internal team workflows, customer tasks, and operational responsibilities. Tasks can be generated manually during conversations, triggered from contact cards, or spawned automatically by chatbots and automation rules with instant assignment to relevant team members.
1- Task Management Interface
1.a- General Task Management Overview
Click Task Management in the primary left navigation menu to view interactive Kanban boards, task tables, active assignments, and department workflows.
2- Scope of the Task Management Module
| Capability | Description | Business Benefit |
|---|---|---|
| Custom Workflows | Multi-stage, color-coded visual process pipelines | Operational standardization |
| Assignment & Deadlines | Assigning tasks to specific individuals or teams with due dates | Transparent accountability |
| CRM & Chat Context | Creating contextual tasks directly from active conversations | Zero loss of customer context |
| Automated Triggers | Auto-generating tasks on ticket closures, form submissions, or events | Minimized manual handoffs |
| SLA & Status Tracking | Tracking cycle times, bottlenecks, and overdue assignments | Accurate team productivity metrics |
3- Subsections and Guides
-
Task Management Activation
1.a- Enabling the Task Management module in your panel and configuring role access permissions.
1.b- Setting up departments, team hierarchies, and initial workspace settings. -
Task Management Menu
2.a- Switching between Kanban pipeline and list views, applying filters, and quick searching.
2.b- Updating task statuses, setting priority tags, and attaching checklists. -
Workflow Content
3.a- Constructing customized workflow stages, status definitions, and transitions.
3.b- Publishing workflows and establishing standard operating procedures for team handovers.
Automated Workflow Cycles
When a task is resolved or transitions between stages, automated actions can dispatch instant WhatsApp/SMS notifications to customers or trigger external CRM webhooks.