coreILLA - Contacts - How to Create and Assign Internal Tasks
coreILLA - Contacts - How to Create and Assign Internal Tasks.
Managing tasks efficiently is crucial for team productivity, and Coreware makes it easy to create, assign, and track internal tasks—whether linked to a contact or as standalone assignments. This guide will walk you through the process of setting up tasks for your team members in coreILLA.
What Are Internal Tasks in coreILLA?
Internal tasks in coreILLA allow you to create assignments for your team members without the need to attach them to a specific contact or customer record. This feature is useful for managing general business operations, internal projects, and team workflows efficiently.
Benefits of Using Internal Tasks in Coreware
Better Team Collaboration – Assign and track tasks across departments without needing to link them to customer records.
Improved Task Management – Easily organize and prioritize internal projects and workflows.
Flexibility – Tasks can be assigned to specific team members or left open for anyone to complete.
Increased Productivity – Eliminates the need for external task management tools, keeping everything in one system.
1. Log in to your coreILLA account. Click on Contacts next.
2. Click on Tasks
3. Click on Create New Task to open the task creation form.
4. Enter the Task Name – Provide a clear and concise name, such as "Upload Social Media Short-Form Video."
5. Add a Description – Include any necessary instructions, links, or details for the assigned team member.
6. Set a Due Date & Time – Schedule the task for a specific time (e.g., 8:00 AM tomorrow).
7. Select the contact you want to assign it too.
8. Click on Save.
9. The newly created task will now be visible in the task list, assigned to the selected team member.
Updated on: 03/10/2025
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