When work is busy, it helps to see everything due this week in one place. The Weekly Tasks view pulls together your tasks so you can spot what matters, share the load and keep things moving. Here is how to plan your week.
From the CRMit menu, under Tasks, select Weekly Tasks. This opens a view of the tasks due across the week.
Take a look at everything that needs doing. Seeing the whole week at once makes it easy to plan ahead rather than react day by day.
Narrow the list down to focus on what you need:
If someone is overloaded or a task cannot happen this week, reassign it to another team member or move its due date. This keeps the week realistic and balanced.
As tasks are completed, mark them done. The list stays clear and up to date, so you always know what is left.
Tip: Review the week every Monday. A few minutes planning up front saves a lot of chasing later on.
Once your week is planned, a visual board can help you move tasks along, and tasks work best when they sit against the right job.
Book a quick demo and we will show you how CRMit keeps your team's week organised from one place.