● Overview

● Create new task

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Overview

Tasks allow you to manage other users and your own daily activities. You can then assign tasks to yourself or to other users and link them with a specific client to whom the task is related with.

When you create a new task you'll see different fields:

• Description: This is a mandatory field and it's basically what the user who the task is assigned to should do. The description should be short, such as "Evaluate client's business", "Follow up on late repayment", etc.
• Linked To: If the task is related to a client or a group, you can add their name here. Then the user who reads the task will know that the action should be taken on that specific client or group.
• Assigned To: The user who should complete the task. Can be yourself or another user in the system.
• Due Date: When the task should be completed.
• Notes: Any details you might need to complete the description can be added here as notes.

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Create a new task

There are three different ways you can create a new task for you or any other user. You can do it from the dashboard, from a client's profile or from the top bar where the number of tasks assigned to you is diaplayed next to the search bar.

Dashboard

As you login to Mambu, you can see the number of tasks assigned to you per status - Overdue, Due on that day, and Upcoming. Clicking on each of them will filter the list and display the tasks with that status.

To create a new task from the dashboard, click on Create Task > fill the details > Save Task.

Clients' Profile

When you create a new task from a client or group's profile, the task will be automatically linked to them and you can then simply fill in the other details.

To create a new task click on Create Task > fill in the details > Save Task.

You will see that the task is immediately stored in the client's profile.

Top Bar

You can create new tasks from wherever you are in Mambu. The number on the top bar keeps track of all your tasks in every state and allows you to create new ones.

To create a new task, click on the number > click Create task > fill in the details > Save Task.

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