Tasks Section #
The Tasks section is one of the key tools for sales people in the NexaPortal software that helps them organize and manage their workflows and follow-ups in a systematic, clear, and manageable way.
📋 Task Board #
Tasks are displayed in a Kanban board format and are categorized into four columns:
| Column | Description |
|---|---|
| Unassigned | Tasks that have not been assigned to anyone yet (usually empty in this view for salespeople) |
| Pending | Tasks that are waiting to be completed; these are tasks assigned to the salesperson but not yet finished |
| Done | Completed tasks; once a task is done, the salesperson can move it to this column |
| Canceled | Tasks that have been canceled and no longer require follow-up |
📌 Key Features #
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Tasks are displayed with a specific type and associated lead number.
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The exact time of each task (date and time) is visible under the title.
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The responsible user’s icon is also visible on each task card.
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Quick search, advanced filtering, and bulk archive options are available at the top of the page for better management.
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The New Task button is available to create new tasks.
🎯 Benefits of This Module for Salespeople #
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Better time management: By categorizing tasks into different sections, the salesperson knows exactly what to focus on at any given moment.
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Increased follow-up rate: With follow-up tasks, the likelihood of losing a lead is minimized.
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Work transparency: Managers can also easily assess the salesperson’s performance at a glance.
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Reduced forgetfulness or duplication: With a clear task list, no item will be overlooked.
📋 Task List #
