Task Management (Free Plan): Adding New Task

In Task management, Tasks can be assigned in due date and a category, and they can be associated with a specific Entrily CRM for better management, assisting you in streamlining your workflow and achieving your goals.

Covered Here:
  • Main dashboard Task
  • Student Task
  • Course Task
  • Associate Task
  • Employee Task
  • Application Task
Main Dashboard Task

Student Agents, Education Counselors, Recruiters Admission Consultants, or any employee are able to add tasks to the students.

To create a new task for the student on Entrily, follow these steps:

  1. Go to >Entrily CRM >Tasks
  2. Student Name: Search student name
  3. Date: Choose when your task is the due date
  4. Time: Choose when your task is to schedule
  5. Reminder: Select how you want to be reminded of the task
  6. Task Type: Add a custom title to your task
  7. Task Detail: Add more information about your task
  8. Click on Save
  9. The student task has been updated and closes the dashboard
Student Task

In student tasks, student Agents, Education Counselors, Recruiters Admission Consultants, or any employee are able to add tasks to the students directly in their profile.

To create a new task for the student on the student’s profile, follow these steps:

  1. Go to >Entrily CRM >Students
  2. Select the Student profile
  3. Click the “Task” button on your left sidebarate
  4. Select “Add Task” on the right
  5. Fill in the following details for the Students name, date, time, reminder, task type, reminder, task type, and task detail
  6. Click the “Save” button
  7. The student task has been updated and closes the dashboard
Course Task

In course tasks, student Agents, Education Counselors, Recruiters Admission Consultants, or any employee are able to add tasks to the students on the course page.

To create a new task for the student on the course page, follow these steps:

  1. Go to >Entrily CRM >Courses
  2. Select the Course name
  3. Click the “Task” button on your left sidebarate
  4. Select “Add Task” on the right
  5. Fill in the following details for the Students name, date, time, reminder, task type, reminder, task type, and task detail
  6. Click the “Save” button
  7. The student task has been updated via the course page and closes the dashboard
Associate Task

In the associate task board, student Agents, Education Counselors, Recruiters Admission Consultants, or any employee are able to add tasks to the students on the associate pag

To create a new task for the student on the associate page, follow these steps:

  1. Go to >Entrily CRM >Associate
  2. Select the Associate name
  3. Click the “Task” button on your left sidebarate
  4. Select “Add Task” on the right
  5. Fill in the following details for the Students name, date, time, reminder, task type, reminder, task type, and task detail
  6. Click the “Save” button
  7. The student task has been updated via the associate page and closes the dashboard
Employee Task

In the application task board, student Agents, Education Counselors, Recruiters Admission Consultants, or any employee are able to add tasks to the students.

To create a new task for the student on the application page, follow these steps:

  1. Go to >Entrily CRM >Employee
  2. Select the Employee name
  3. Click the “Task” button on your left sidebarate
  4. Select “Add Task” on the right
  5. Fill in the following details for the Students name, date, time, reminder, task type, reminder, task type, and task detail
  6. Click the “Save” button
  7. The student task has been updated via the employee page and closes the dashboard
Application Task

In student tasks, student Agents, Education Counselors, Recruiters Admission Consultants, or any employee are able to add tasks to the students directly in their profile.

To create a new task for the student on the student’s profile, follow these steps:

  1. Go to >Entrily CRM > Application
  2. Select the Course name
  3. Click the “Task” button on your left sidebarate
  4. Select “Add Task” on the right
  5. Fill in the following details for the Students name, date, time, reminder, task type, reminder, task type, and task detail
  6. Click the “Save” button
  7. The student task has been updated via the application page and closes the dashboard
Task Management (Free Plan): Tracking Task

In tracking tasks, the person or an organization who are helping the students or recruiting students to study higher education can register with Entrily CRM For ex: Student Agents, Education Counselors, Recruiters, Admission Consultants, or any employee are able to track the student’s progress. Track your leads on the Entrily dashboard and Keep track of all the completed, assigned, and pending tasks with Entrily CRM portal

Covered Here
  • Pending Task
  • Today Task
  • Completed
  • Tomorrow
  • Day after Tomorrow
Pending Task

In Entrily CRM dashboard you can track the pending task of the student that was assigned by Student Agents, Education Counselors, Recruiters, Admission Consultants, or any employee

To Track the student’s pending task in the dashboard by following the steps:

  • Go to >Entrily CRM and click “Tasks” on the menu ****
  • Click the “Search Task” on the left sidebar and enter “Student name”
  • Now you can follow the pending task of the Student process.
Today Task

In Entrily CRM dashboard you can track today’s task of the student that was assigned by Student Agents, Education Counselors, Recruiters, Admission Consultants, or any employee

To Track the student’s today’s task in the dashboard by following the steps

  • Go to >Entrily CRM and click “Tasks” on the menu ****
  • Click the “Search Task” on the left sidebar and enter “Student name”
  • Now you can follow today’s task of the Student process.
Completed Task

In Entrily CRM dashboard you can track the completed task of the student that was assigned by Student Agents, Education Counselors, Recruiters, Admission Consultants, or any employee

To Track the student’s completed task via task management by following steps:

  • Go to >Entrily CRM and click “Tasks” on the menu ****
  • Click the “Search Task” on the left sidebar and enter “Student name”
  • Now you can follow the completed task of the Student process.
Tomorrow Task

In Entrily CRM dashboard you can track tomorrow’s task of the student that was assigned by Student Agents, Education Counselors, Recruiters, Admission Consultants, or any employee

To Track the student’s tomorrow task via task management by following steps:

  • Go to >Entrily CRM and click “Tasks” on the menu ****
  • Click the “Search Task” on the left sidebar and enter “Student name”
  • Now you can follow tomorrow’s task of the Student process.
Day After Tomorrow Task

In Entrily CRM dashboard you can track the day after tomorrow’s task of the student that was assigned by Student Agents, Education Counselors, Recruiters, Admission Consultants, or any employee

To Track the student’s day after tomorrow’s task via task management by following steps:

  • Go to >Entrily CRM and click “Tasks” on the menu ****
  • Click the “Search Task” on the left sidebar and enter “Student name”
  • Now you can follow the day after tomorrow’s task of the Student process.
Task Management(Free Plan): Notifying Upcoming Task

In Task management, upcoming tasks can be assigned to date and a category, and they can be associated with a specific Entrily CRM for better management, assisting you in streamlining your workflow and achieving your goals.

Covered Here:
  • Tomorrow task
  • Day after tomorrow task
Tomorrow Task

In Entrily CRM dashboard you can track tomorrow’s task of the student that was assigned by Student Agents, Education Counselors, Recruiters, Admission Consultants, or any employee.

To Track the student’s tomorrow task via task management by following steps:

  • Go to >Entrily CRM and click “Tasks” on the menu
  • Click the “Search Task” on the left sidebar and enter “Student name”
  • Now you can follow tomorrow’s task of the Student process.
Day After Tomorrow Task

In Entrily CRM dashboard you can track the day after tomorrow’s task of the student that was assigned by Student Agents, Education Counselors, Recruiters, Admission Consultants, or any employee

To Track the student’s day after tomorrow’s task via task management by following steps:

  • Go to >Entrily CRM and click “Tasks” on the menu.
  • Click the “Search Task” on the left sidebar and enter “Student name”.
  • Now you can follow the day after tomorrow’s task of the Student process.
Task Management (Free Plan): Notifying Due Task

In Task management, due tasks can be shown in the dashboard that can be categorised, and they can be associated with a specific Entrily CRM for better management, assisting you in streamlining your workflow and achieving your goals.

Covered Here:
  • Pending task
Pending Task

In Entrily CRM dashboard you can track the pending task of the student that was assigned by Student Agents, Education Counselors, Recruiters, Admission Consultants, or any employee

To Track the student’s pending task in the dashboard by following the steps:

  • Go to >Entrily CRM and click “Tasks” on the menu ****
  • Click the “Search Task” on the left sidebar and enter “Student name”
  • Now you can follow the pending task of the Student process.
Task Management (Free Plan): Closing Task

In Task management, closing tasks that complete all the stages of the process that was assigned to date and a category, and they can be associated with a specific Entrily CRM for better management, assisting you in streamlining your workflow and achieving your goals.

Covered Here:
  • Completed Task
Completed Task

In Entrily CRM dashboard you can track the completed task of the student that was assigned by Student Agents, Education Counselors, Recruiters, Admission Consultants, or any employee

To Track the student’s completed task via task management by following steps:

  • Go to >Entrily CRM and click “Tasks” on the menu ****
  • Click the “Search Task” on the left sidebar and enter “Student name”
  • Now you can follow the completed task of the Student process.

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