1.11. CRM. Task manager

Content

General info

Purpose:

  • Guide employees on their priorities and required actions.

  • Create tasks from notifications that trigger specific actions.

Task Creation:

  • Automatic Task Generation: Tasks generated from notifications.

  • Manual Task Creation: Employees can manually create tasks with details like title, description, deadline, and assignee.

  • Recurring Tasks: Options to set tasks to recur at specific intervals.

  • Subtasks and Dependencies: Ability to break down larger tasks into subtasks and set dependencies.

Task Categories and Specific Tasks:

Consultant/Account Management:

  • Vacancies:

    • Check Vacancy: Created when a vacancy seems to be offline.

    • Reopened Vacancy: Created when a vacancy is no longer reserved by other consultants. and is in the categories of consultant

    • New Vacancy to Match: Created when a new vacancy is attached to a consultant, and is the same categories as consultant

    • Vacancy not Matched for 1 Week: Reminder to match a vacancy after 1 week, attached to consultant

    • New Matching Candidate: Alert for new candidates matching specific vacancies.

  • Processes:

    • Follow Up: Triggered if a company hasn't responded in 2 weeks.

    • Process Status Change: Notifies changes in process status (e.g., interview stages).

    • New Message: Alerts about new messages from candidates or companies.

    • Feedback to Collect Candidate Interview: Reminder to collect feedback post-interview.

    • Brief candidate: Interview/trial Day: Information about upcoming interview(trial day, task to brief candidate 24hrs before event..

Recruiting

  • Candidate Management:

    • Account Deactivation: When a candidate wants to deactivate their account.

    • Profile Changes: Alerts when a candidate's profile is updated.

    • Unresponsive Candidates: Reminders when candidates do not respond within 3 days.

  • Application Management:

    • New or Reapplied Applicants: Alerts for new or returning applicants.

    • Interview Updates: Notifications about interview statuses and interview (internal) comping up.

    • Publications: Notification if a publication goes offline.

Tasks for Everyone:

  • KT Reminders: Alerts for upcoming KT events.

Content Team:

  • Profile Creation: Tasks for creating new candidate profiles based on recruiter requests.

Marketing

  • Campaign Launch: Tasks for launching new marketing campaigns.

  • Social Media Update: Notifications for updating social media platforms.

  • Content Approval: Tasks for content review and approval

Admin

  • Skill Requests: Candidates can request to add new skills to their profiles.

Manual Task Creation

  • Users can create tasks manually with options to:

    • Assign tasks to other employees.

    • Attach relevant files or documents.

    • Set tasks to recur at specified intervals.

    • Provide title, description, deadline, and assignee details.

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All Notifications:

  • Search Bar: For searching notifications.

  • Filter Options: For filtering notifications by type, date, etc.

  • Notification List: Display all notifications with actionable links.

Mockups and Design Resources


Detailed Mockup Suggestion

Header Section (Top of the Screen)

  • Search Bar:

    • Location: Centered at the top of the screen.

    • Functionality: Allows advanced search capabilities with keyword search.

    • Design: Clear input field with a magnifying glass icon on the left.

  • Filter Options:

    • Location: Next to the search bar.

    • Design: Dropdown menus for each filter category (e.g., categories, priority, deadlines, statuses).

    • Functionality: Allows users to narrow down search results by selecting specific filters.

Left Sidebar (Task Management Area)

  • Section Headers:

    • Design: Bold, larger font for headers.

    • Headers:

      • Consultant/Account Management

      • Recruiting

      • Tasks for Everyone

      • Content Team

      • Marketing

      • Admin

  • Collapsible Categories:

    • Design: Expandable/collapsible lists under each section header with a small arrow icon indicating the expandable nature.

    • Functionality: Users can click to expand or collapse categories.

    • Example Structure:

      • [Consultancy]

        • Vacancies:

          • Check Vacancy

          • Reopened Vacancy

          • New Vacancy to Match

          • Vacancy not Matched for 1 Week

          • New Matching Candidate

        • Processes:

          • Follow Up

          • Process Status Change

          • New Message

          • Feedback to Collect Candidate Interview

          • Brief candidate: Interview/trial Day

      • [Recruiting:]

        • Candidate Management:

          • Account Deactivation

          • Profile Changes

          • Unresponsive Candidates

        • Application Management:

          • New or Reapplied Applicants

          • Interview Updates

          • Publications

      • [Tasks for Everyone:]

        • KT Reminders

      • [Content Team:]

        • Profile Creation

      • [Marketing:]

        • Task Assignment

        • Campaign Launch

        • Social Media Update

        • Content Approval

      • [Admin:]

        • Skill Requests

Main Content Area

  • Dashboard:

    • Layout: Customizable widgets arranged in a grid format.

    • Widgets:

      • Task statistics (e.g., number of tasks completed, pending tasks).

      • Upcoming deadlines.

      • Task distribution by category.

    • Design: Color-coded indicators for urgency and deadlines (e.g., red for urgent tasks, green for completed tasks).

    • Functionality: Widgets can be added, removed, or rearranged based on user preferences.

  • Task List:

    • Layout: Displayed below the dashboard widgets.

    • Features:

      • Section at the top for pinned or favorite tasks.

      • Dropdown menu for sorting tasks by different parameters such as deadline, priority, creation date, and assignee.

    • Design: Clear and readable list format with icons indicating task type and status.

Right Sidebar (All Notifications Display and Calendar)

  • All Notifications Display:

    • Layout: Vertical list on the right side, taking up half of the right sidebar height.

    • Sorting: Tasks and notifications sorted by newest first.

    • Features:

      • Each task item displays basic information (title, due date, assignee).

      • Option to expand each task item for more details (e.g., description, subtasks, attachments).

      • Unseen Tasks Indicator:

        • Small badge showing the number of unseen tasks, displayed next to the header.

      • Clickable Link:

        • “View All Notifications” link at the bottom of the sidebar, leading to a dedicated notifications page for detailed viewing and management.

  • Calendar:

    • Layout: Positioned below the All Notifications Display, taking up the remaining half of the right sidebar height.

    • Default View: Monthly view with options to switch to daily or weekly views.

    • Features:

      • Drag-and-Drop:

        • Functionality to move tasks to different dates.

      • Event Creation:

        • Button to add new tasks or events directly from the calendar view.

      • Sync Options:

        • Button to sync with external calendars like Google Calendar, Outlook, etc.

    • Design: Clean calendar layout with tasks displayed on their respective due dates. Different colors for different task categories for easy visual distinction. Hover effect to show task details on the calendar.

All Notifications Page (Accessible via Link)

  • Notification List:

    • Layout: Detailed list of notifications with actionable links.

    • Features:

      • Each notification displays basic information (type, date, description).

      • Actionable links for quick task creation or updates.

      • Pagination controls at the bottom for easy navigation through multiple pages of notifications.

  • Search and Filter Options:

    • Location: At the top of the notifications page.

    • Features:

      • Search bar for searching notifications by keywords.

      • Filter options to narrow down notifications by type, date, etc.

      • Clear button to reset filters and search terms.

    • Design: Consistent with the main search bar and filters in the header section. Dropdown filters with icons for each filter type.

Visual Elements

  • Color Scheme:

    • Primary Colors: Blue for actionable items, red for urgent tasks, green for completed tasks, and yellow for tasks due soon.

    • Background: Light gray for a clean and modern look.

    • Text: Dark gray for readability, with black for headings.

    • Hover Effects: Slightly darker shades of the primary colors to indicate interactive elements.

  • Icons:

    • Relevant icons for each category and task type to improve visual recognition.

    • Examples:

      • Envelope icon for messages.

      • Clock icon for deadlines.

      • Checkmark for completed tasks.

    • Icons are styled consistently with a flat design and use the primary color scheme.

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