✦Guideline

User Guide: Task Management 2.0 on GTG CRM

GTG CRM Team · GTG CRM

User Guide: Task Management 2.0 on GTG CRM

Table of Contents

What will you be able to do after following this guide?

Create a task with a checklist → break it down into subtasks and view the progress automatically → link the task to a related Deal/Order → track all developments in the Activity 360 tab. Manage large tasks in a structured way with transparent progress.

Not yet familiar with the features? Check out the Task Management 2.0 preview.

Prepare in advance

#	Condition	Why is it needed?
1	Log in to GTG CRM, access the CRM module → Tasks .	A place to create and manage tasks.
2	(Recommended) You should have a Deal/Order/Invoice to attach the link to.	To use the feature to attach related objects.

Step 1 — Create tasks with checklists

Go to CRM → Tasks , then click Create New Task.
Enter Title, Description, Deadline, Priority, and Responsible Person.
Add a checklist of steps to take during the creation process.

✅ Expected outcome : The task is created with a complete checklist; the checklist items are displayed directly within the task.

Step 2 — Divide into subtasks and watch the progress automatically accumulate.

Open the newly created task and add sub-tasks — you can create up to two levels.
Complete the sub-tasks gradually.

✅ Expected result : The progress bar of the parent task will automatically accumulate based on the number of completed child tasks — you don't need to manually enter the percentage.

Tasks with subtasks and a progress bar automatically accumulate.

Step 3 — Connect the task to the Deal, Product, Order, or Invoice

In your work, open the related objects section.
Attach the corresponding Deal / Product / Order / Invoice.

✅ Expected result : The task will display the linked objects; from that Deal/Order, you will also see the related tasks.

Step 4 — Complete the task

Mark the task as completed.

✅ Expected results : The status and completion time are recorded by the system (not based on personal clocks), ensuring consistent data for comparison and reporting.

Step 5 — Monitor the developments in Activity 360

Open the Activity 360 tab of the job.

✅ Expected outcome : An easy-to-read timeline showing everything that happened around the task (created, updated, completed, linked) — who did what, and when.

The Activity 360 tab of the task with a timeline of events.

Quick lookup table for expected results

Operation	The results you will see
Create tasks + checklists	The tasks are listed in full with a checklist.
Add subtasks	Progress of the father's self-accumulation
Attach related objects	Deals/Products/Orders/Invoices linked in both directions
Complete the task.	The completion time is recorded by the system.
Open Activity 360	Timeline of the work process

Note

The sub-tasks support a maximum of two levels — enough to break them down without getting complicated.
The progress of the parent task is automatically accumulated from the child tasks — adjust the status of the child tasks, do not manually adjust the percentage of the parent task.
Automation can still create tasks for you automatically as before (for example, when a deal transitions to a new phase).