The Personal To Do section is an individual task planning and management module within the CRM system. It is designed to help users organize their daily workflow, structure all active tasks, track their execution progress, and improve overall personal productivity within the system environment.
All tasks are divided into two main categories:
- unfinished tasks
- finished tasks
Users have full control over their task list, including creating new tasks, editing existing ones, reorganizing priorities, marking tasks as completed, or returning them back to active status if needed.
Functional Capabilities
This module includes the following features:
- creation of new personal tasks with description and date
- editing tasks at any stage of workflow
- deletion of outdated or irrelevant tasks
- changing task status between unfinished and finished
- drag and drop reordering for priority management
- full history of completed tasks
- personal productivity tracking and analysis
Purpose of the Section
This module helps users to:
- plan daily work more efficiently
- manage personal deadlines and responsibilities
- reduce the risk of missing important tasks
- improve productivity and workflow efficiency
- maintain structured task management within CRM
