Daily work · Autessa CRM
Tasks and quick add
Autessa CRM includes sales task management with a one-line quick add: type “Send Yakima the quote tomorrow 3pm p1 @dana #kitsap” and the date, priority, owner and company are set for you. Waiting on items track what others owe you with a chase date, and tasks carry checklists, sub-tasks and comments.
The problem
Task forms are slower than the task
If logging a follow-up takes longer than sending it, nobody logs it. Quick add turns one typed sentence into a complete task, and Waiting on gives you a place for the things that are not yours to do but are yours to chase.
What you get
- Quick add understands tomorrow, fri, 3pm and next week for dates; p1, p2, p3 for priority; @name for who owns it or who it is about; #company for what it is about.
- Anything that does not match is left in the title and flagged “didn’t match anything”.
- Tasks: title, status, priority (Low, Normal, High, Urgent), owner, due date, who it is with, description, checklist, one level of sub-tasks and comments.
- Waiting on: what you are waiting for, who from, and the date to chase.
- Received closes a waiting item; overdue waits raise an alert.
- Reply tasks are created automatically when a contact writes back.
How it works
How does tasks and quick add work in Autessa CRM?
- 1
Add task
From Today, or type one line into quick add.
- 2
Check what it understood
Date, priority, owner and company appear as chips.
- 3
Work it from Today
Done, Done & set next or Snooze.
- 4
Track what others owe you
Waiting on: Waiting for, Chase on, From.
Every option
Task and waiting fields
| Option | What it does |
|---|---|
| Due | tomorrow, fri, 3pm, next week, or a date picker. |
| Priority | Low, Normal, High, Urgent (p1 to p3 in quick add). |
| Owner / about | @name. |
| Company | #company. |
| Checklist and sub-tasks | A checklist and one level of sub-tasks. |
| Comments | A comment thread on the task. |
| Waiting on | Waiting for, Chase on, From; Received closes it. |
Permissions
Who can do what?
| Role | Can |
|---|---|
| Sales Rep | Edit the records they own and unowned records. Never deletes or reassigns. |
| Sales Manager | Edit anything, delete, reassign owners and territories, and change shared configuration. |
| Administrator | Everything, including workspace settings, integrations and roles. |
| Read Only | See everything, change nothing. |
AI assist
How AI helps here
Jarvis can create a task for you from a sentence; it appears as a confirm card before anything is saved.
Autessa CRM’s AI proposes and drafts. People confirm every change and send every email.
About Jarvis →Connected
How it connects to the rest of Autessa CRM
FAQ
Questions about tasks and quick add
Can I add a CRM task in one line?
Yes. Quick add reads dates, times, priority (p1 to p3), @owner and #company from one typed line.
What is a waiting item?
Something someone else owes you, with a chase date. It appears on Today when the chase date comes and closes when you mark it Received. You can also ask an Autessa agent to call or email them to chase it.
100% customizable, code and all
Make Autessa CRM fully your own.
Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.
Start free and make it yours