Task management in RISPER CRM is designed to be flexible, visual, and fully configurable.
Administrators can define task stages (statuses), manage tasks through a Kanban-style Task Board, and control task behavior using Task Settings.
Together, these configurations ensure tasks follow your exact operational workflow, reminders are sent on time, and clients see only relevant information.
Part 1: Task Status (Task Stages)
What Are Task Statuses?
Task Statuses (also called Task Stages) represent the lifecycle of a task, from creation to completion.
These stages reflect how work progresses internally.
Examples of Task Statuses
- To Do
- Data Collection
- In Progress
- Review
- Client Confirmation
- Completed
You can fully customize these stages based on your business process.
Accessing the Task Module
- Log in to RISPER CRM
- From the left-side menu, go to Operations (Work)
- Click on Tasks
- The Task Table View will be displayed
Opening the Task Board (Kanban View)
- In the Task table view, look at the right-side options
- Click on Task Board (highlighted in the interface)
- You will be redirected to the Kanban-style Task Board
The Task Board displays tasks as cards, grouped by their current status.
Adding a New Task Status (Stage)
- Inside the Task Board, click Add Status Column
- Enter the status name Example: Data Collection, Review, Client Approval
- Click Save
The new task stage will immediately appear on the board.
Modifying Existing Task Statuses
You can:
- Edit the status name
- Reorder status columns
- Adjust the workflow anytime
All changes apply instantly across the system.
Using Task Statuses in Daily Work
- Tasks can be moved between stages using drag and drop
- Status updates reflect real-time progress
- Status changes can trigger notifications if enabled
Part 2: Task Settings
The Task Settings tab allows administrators to configure:
- Task reminders
- Default task status
- Taskboard display limits
- Client-visible task sections
Accessing Task Settings
Go to Settings from the left-side menu
Click on Task Settings
Task Reminder Configuration
Send Reminder Settings
Task reminders help ensure tasks are not missed.
You can configure reminders to be sent:
1. Before Due Date
Enter the number of days before the due date
- Click Add
- You can add multiple reminders
- Example: 7 days before, 3 days before
2. On Due Date
Enable or disable reminder on the exact due date (Yes / No)
3. After Due Date
- Enter the number of days after the due date
- Reminder will be sent if the task is overdue
Example Reminder Setup
- 7 days before due date
- On due date
- 2 days after due date
Default Task Status
This setting defines the initial status when a new task is created.
Example
Default Status: To Do
This ensures all newly created tasks start in a consistent stage.
Taskboard Default Length
This setting controls how many tasks are shown on the Task Board by default.
Benefits
- Improves performance
- Keeps the task board clean
- Useful for large task volumes
Sections Visible to Client
This section defines what task information clients can see in their portal.
Available Visibility Options
You can enable or disable visibility for:
- Task Category
- Due Date
- Label
- Priority
- Comments
- Timesheet
- Hours Logged
- Project Details
- Assigned To / Assigned By
- Privacy Settings (Make Private)
- File Attachments
- Notes
- Custom Fields
- Start Date
- Task Description
- Status Updates
- Time Estimates
- Subtasks
- Task History
- Copy Task Link Option
Best Practice:
Enable only what the client needs to see. Keep internal operational data hidden.
Practical Configuration Examples
Example 1: VAT Filing / Compliance Tasks
Recommended settings:
- Task Status Updates → Visible
- Due Date → Visible
- File Attachments → Visible
- Comments → Visible
Clients can track progress clearly.
Example 2: Internal Operational Tasks
Recommended settings:
- Timesheet → Hidden
- Hours Logged → Hidden
- Notes → Hidden
- Task History → Hidden
Keeps internal work confidential.
Example 3: Project-Based Client Tasks
Recommended settings:
- Project Details → Visible
- Subtasks → Visible
- Status Updates → Visible
- Assigned To → Visible
Improves transparency and client confidence.
Saving Task Configuration
After configuring task statuses and task settings:
- Review all options
- Click Save
Changes apply immediately across the system.
Best Practices
- Define task statuses before assigning tasks
- Configure task settings during initial system setup
- Avoid excessive reminders
- Avoid exposing unnecessary internal data to clients
- Review configurations periodically
Summary
By combining Task Statuses, Task Board, and Task Settings, RISPER CRM allows you to:
- Build custom task workflows
- Track tasks visually using Kanban
- Automate task reminders
- Control client visibility
- Improve productivity and accountability
Proper task configuration ensures your operational workflow and client communication remain aligned, resulting in smoother execution and better client satisfaction.