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Linking Tasks to Features in Quotify CRM

In Quotify CRM, tasks can be linked to various modules—like projects, customers, invoices, and more—to help you organize your work and assign actionable items to your team effectively.

📌 How to Link a Task to a Feature:

  1. Go to the Tasks section from the main admin menu

  2. Click the “New Task” button at the top right

  3. In the task creation modal, locate the “Related To” field

  4. Select the module you want the task to be associated with (e.g., Project, Customer, Invoice)

  5. A second dropdown will appear, allowing you to choose the specific record (e.g., which project or customer)

🧩 Supported Modules for Task Linking

Tasks in Quotify CRM can be linked to many key features, including:

  • Projects

  • Customers

  • Invoices

  • Proposals

  • Contracts

  • Tickets

  • And more...

Linking tasks ensures better visibility, accountability, and context when managing your workflow.

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