🎯 Objective:

To help you efficiently create, assign, and manage tasks using stages within CA Cloud Desk, ensuring smooth workflow tracking.

✅ Why Task Management Matters

Task management ensures that everyone in the team knows what to do, by when, and at what stage the work is. With CA Cloud Desk, you can create tasks, update progress, and track them through defined stages—ensuring complete visibility and accountability.

📝 How to Create a Task (Web & Mobile)

1. Go to the Tasks module.

2. Click on Create Task.

3. Fill in details like:

   • Task Name

   • Type of Work (e.g., GST Filing, Audit, ITR)

   • Client Name

   • Assigned To

   • Due Date

   • Description / Notes (if any)

4. Click Submit to create the task.

📌 You can also link tasks to a client from the customer list for better tracking.

🔄 How to Update a Task

Once a task is created, you can update its details or progress as you work on it.

1. Go to the Task List

2. Click on the specific task

3. Update:

   • Task Status

   • Add Comments or Notes

   • Upload Documents (if needed)

4. Save the changes

🧭 Managing Task Stages

Tasks move through different stages like:
➡️ Assigned → In Progress → Pending Client Response → Completed

You can manually change the stage based on real-time progress.
This helps team members and admins track where the work stands at any point.

📲 Mobile App Users

The same task creation and update flow is available on mobile.
Navigate to the Tasks tab, tap the ➕ icon to add, or tap an existing task to edit and update.

💡 Tips:

• Use clear task names for easy recognition

• Always update the stage to avoid delays

• Add notes to keep your manager informed

📞 Need Help?

📲 Helpline: 0120 4308902
💬 Or post your issue in your team’s group

✅ Next Step:

Move on to Lesson 5: Apply Leave & Raise Grievance to learn how to manage your HR-related needs within CA Cloud Desk.