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Management of tasks

Betrieblicher Arbeitsbereich crm_office

Task management <unk> Process and API documentation derived from code.

Ziel & Fachlicher Nutzen: Aufgaben sind die persönliche und teamweite To-do-Liste mit Board, Checklisten, Abhängigkeiten, Erinnerungen und Zeiterfassung, oft verknüpft mit einem Fachbeleg.

⚡ Arbeitsabläufe (10) 📋 Aufgaben & Funktionen (41) ❓ Formularhilfe im Bereich 🛡️ Rechtliche Richtlinien

⚡ Typische Arbeitsabläufe Schritt für Schritt

Contract life cycle

The following information shall be provided:

Ablaufschritte:

contract

The following points shall be added:

The following points are added:

✓ contract.create

task

The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation.

other tasks

✓ create_task

Correspondence → CRM

The following information shall be provided:

Ablaufschritte:

lead

CRM lead / request

Other

✓ Cm. lead. create

task

Requirements

other tasks

✓ create_task

Kundenauftrag → Abwicklung

The following information shall be provided:

Ablaufschritte:

order

Verkaufsauftrag anlegen / bestätigen

sales

✓ sales.create

issue

Booking of the outcome of the goods as draft

Inventory

✓ - I 'm not sure .

tour

The Commission shall adopt a decision on the following:

Logistics

✓ create_tour

project

The Commission shall adopt the following measures:

Projects

✓ link_project

task

Exercise / calculate

other tasks

✓ create_task

Other, of a kind used for the manufacture of goods

The following information shall be provided:

Ablaufschritte:

stock

Commodity receipts

Inventory

✓ post_goods_receipt

tour

Tour / further transport planning

Logistics

✓ create_tour

task

Checking / comparing the entry of goods

other tasks

✓ create_task

Quality control in case of suspected defects

Inventory

✓ quality.check.create

ticket

Ticket for complaints in case of defects

Tickets

✓ create_ticket

Verification of the order confirmation

The following information shall be provided:

Ablaufschritte:

match

AB <unk> Comparison of orders

The purchase

✓ Order_confirmation.match

project

The Commission shall adopt the following measures:

Projects

✓ link_project

task

The Commission shall adopt the following implementing acts:

other tasks

✓ create_task

Refunds

The following information shall be provided:

Ablaufschritte:

ticket

The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation.

Tickets

✓ create_ticket

tour

Planning of the collection tour

Logistics

✓ create_tour

task

Refunds further

other tasks

✓ create_task

The following table shows the calculation of the total amount of the

The following information shall be provided:

Ablaufschritte:

booking

Establishment of the accounting rate

Accounting

✓ accounting. entry

project

Project costs

Projects

✓ link_project

task

Period / account monitoring

other tasks

✓ create_task

External services → accounting

The following information shall be provided:

Ablaufschritte:

fieldservice

The Commission shall adopt the following measures:

field service

✓ create_service_report

task

Follow-up of accounts

other tasks

✓ create_task

ticket

Ticket in case of defects/disturbances

Tickets

✓ create_ticket

The Commission shall adopt the following:

The following information shall be provided:

Ablaufschritte:

cascade

The Commission shall adopt the following:

The Commission

The following information is provided by the Commission on the basis of the information provided by the Member States:

Ablaufschritte:

todo

all

The status of the state machine

open

Open

State of the machine

in_progress

in_progress

Status <unk>in_progress<unk> of the state machine task.

blocked

blocked

Status of the state machine task.

review

the review

The condition of the machine

done

- finished

Status of the condition machine

cancelled

cancelled

Status of the state machine

📋 Wichtige Aufgaben & Funktionen in diesem Bereich

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Formular- & Eingabehilfe in diesem Modul

In allen Erfassungs- und Bearbeitungsmasken dieses Moduls finden Sie an jedem Eingabefeld das blaue ?-Symbol:

Ebene 1 (Kurzhilfe): Ein Klick zeigt sofort Bedeutung, Pflichtstatus und empfohlene Werte an.
Ebene 2 (Erweiterte Hilfe): Ausklappbare Details zu Validierungsregeln, Formatvorgaben und Buchungswirkungen.
Ebene 3 (Prozess-Verknüpfung): Direkter Link zum übergeordneten Geschäftsprozess und den Prüfpunkten.

🛡️ Rechtliche Leitlinien & Compliance

✓ The Commission shall adopt the following implementing acts: ✓ The following information shall be provided: