Tasks Best Practices

[oozypal]

Hello,

Would you please share your experience with me and help with this question?

Can I use Sugar for managing tasks related to my team but not to clients?

Would you guys/gals do?

OOzy

[madmat]

"Tasks" is ought to work for your internal organization.
you can use it for anything from "tim has to broom the yard" to "prepare documents for contract closure".
use studio!
attach documents from sugar directly, relate tasks to leads/contacts/accounts/whatever your business model involves.

in CE we use it:
1) to assign tasks and workloads to teams / team members
2)visualize project tasks in calendar, using a hook that creates a task each time a "project task" is being created and relates it to the "project task".
if you have lead capture form on your website you could have a task created for your employee responsible for first contact aqusition.
he would review the lead and decide whether to call, mail, invite or visit him in the further process.

well.. tasks.

[dtokeefe]

Tasks are perfect for internal use only. We like to create Tasks from Workflows. E.g. When an Opportunity is Closed Won, create and assign Task to the person who will onboard the new customer.