As a broker, efficiency and ease of use are paramount. Previously, creating a task required multiple clicks and navigating away from the Kanban board, disrupting your workflow. With this new feature, you can remain within the Kanban board, reducing the need to switch back and forth, and thus, improving your productivity.

How It Works

1. Navigate to the CRM
2. Click on Kanban from the left hand menu
3. Click on the three dots on the top right corner of your Opportunity Tile
4. You will find a new option labeled “Create Task” in the three dots menu on the Kanban tiles, positioned right after the “Create Note” item.

Interactions:

1. Task Creation Modal: If you click on “Create Task,” a task details window will open, allowing you to input all necessary details without leaving the Kanban board. The modal design is similar to the “Create Note” modal, including sections for task details and attachments.
2. Task Association: Once all details are provided, the task will be created for the selected opportunity. You can then close the modal or click on the Close button to return back to the Kanban board.

This feature aims to enhance your task management efficiency, providing a more streamlined and intuitive experience. We believe this will significantly improve your workflow and help you stay organised with ease.