Tasks, Delegation & Time Tracking

Task Management

Tasks are the fundamental unit of work in AutomateNexus. Create tasks from multiple places:

• The Tasks page for standalone tasks
• Within a project for project-related work
• From a contact or deal record for CRM-related follow-ups
• Automatically via workflow triggers or sequences

Task Properties

Each task includes:

• Title and description
• Assignee — The team member responsible
• Due date and priority (Low, Medium, High, Urgent)
• Status (To Do, In Progress, Review, Done)
• Tags for categorization
• Linked entities (contact, deal, project)

Task Delegation

The Task Delegation feature allows managers to assign and reassign tasks with visibility into team workload:

• View team member workload at a glance
• Drag-and-drop task reassignment
• Bulk assign tasks to team members
• Set up delegation rules for automatic assignment

Time Tracking

Track time spent on tasks and projects with the built-in time tracker:

• Timer — Start and stop a timer on any task
• Manual entry — Log time after the fact
• Timesheets — View weekly and monthly timesheet summaries
• Reports — Generate time reports by project, client, or team member

Time tracking data feeds into project billing and profitability reports.

Workflows

Automate repetitive processes with workflow automation:

• Define triggers (deal stage change, form submission, date-based)
• Set actions (send email, create task, update field, notify team)
• Chain multiple actions together
• Use workflow templates for common patterns