Pipeline Task To-Do Center

When a Pipeline is initiated, the system automatically sends task notifications to relevant personnel based on the workflow configuration, enabling timely awareness and processing of pending items.

1. Accessing the To-Do List

Navigate to [CRM To-Do] > [Pending Stage Tasks] to view a list of stage tasks requiring your action or already processed by you.

2. Filtering and Auto-Refresh

The To-Do list supports object-based filtering and automatically refreshes upon task completion.

picture coming soon: