Question
- How can I view other users tasks in CRM (fka Luxor)?
- How can I view all tasks for all users in CRM (fka Luxor)?
Answer
Securities
In order to build, view, and manage system-automated tasks in CRM (fka Luxor / LuxorCRM), you will need access to the Task Manager security group which can be found under Admin > Security Group Management > Task Manager.
In the Restoration CRM system, formerly known as Luxor, tasks serve as essential to-do items for sales personnel. These tasks fall into two main categories:
- Automated Sales Compliance Tasks: These tasks are preset and cannot be modified, except by someone with Task Manager privileges.
- Manually Created Tasks: Users can create these tasks as needed.
Monitoring Team's Tasks
If you have the Task Manager security added, you can sort between salespeople in Restoration CRM (fka Luxor) on the Home screen to view their tasks:
- Log into CRM
- Navigate to the Home page
- Next to "Tasks" select your name from the drop-down and choose another user to view their tasks
- If you want to view tasks for all users/salespeople in CRM (fka Luxor / LuxorCRM), select the "All" option from the dropdown
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