Missions Module – Task Management Overview

The Missions Module is a task management system that helps teams create, assign, track, and complete tasks (missions) across projects, customers, and team members.

It provides a central place to manage daily work, deadlines, priorities, and team responsibilities with full visibility and control.


 

- What the Missions Module Is Used For
 

The Missions module is used to:
 

• Create and manage daily tasks

• Assign missions to team members

• Link missions to projects and customers

• Track deadlines and priorities

• Monitor task progress and completion

• Organize work using filters and statuses

• Collaborate using mission chat, notes, and files
  
  
   

  ⭐ Main Features
   

  ✅ Mission Creation & Assignment
   

• Create missions with title, notes, and due dates

• Assign missions to one or more team members

• Link missions to projects and customers

• Set priority levels and color labels
  
  
   

  - Mission Dashboard
   

• Central dashboard showing all missions

• Visual statistics (Today, Priority, Upcoming, Done)

• Quick filters and search options

• Sort and manage missions efficiently
  
  
   

  - Project Integration
   

• Link missions to projects

• Track mission status inside project workflow

• Move missions between project stages (To Do, Queries, Testing, Done)
  
  
   

  -  Mission Dependency & Sub-Missions
   

• Break missions into smaller sub-tasks

• Enforce task order using mission dependency

• Prevent completion until required steps are done
  
  
   

  -  Team Collaboration
   

• Assign multiple users to a mission

• Communicate using built-in mission chat

• Share files, images, and recordings

• Track activity and updates
  
  
   

  ⏰ Reminders & Notifications
   

• Set mission reminders

• Receive notifications via Email, SMS, or WhatsApp

• Never miss deadlines or follow-ups
  
   

  -  Filters & Search
   

• Filter missions by:
   

  • Date

  • Priority

  • Team member

  • Project

  • Customer

  • Status

• Quickly find any mission using search
  
  
   

  -  Export & Reporting
   

• Export missions to Excel

• Use filters before exporting

• Useful for reporting and analysis
  
  
   

  - User Interface Overview
   

• Mission Dashboard: Main workspace with charts and mission list

• Mission Table: Displays task details, assignees, priority, and status

• Mission Form: Create and edit missions with flexible fields

• Side Panel: Team members and mission chat
  
  
   

  - How the Mission Workflow Works
   

1. Create a mission

2. Assign it to a team member

3. Set due date, priority, and reminders

4. Link it to a project if needed

5. Work on the mission and update status

6. Complete the mission when finished

   
    

    

   Permissions & Access
    

• Mission access is controlled by user roles

• Administrators configure:
   

  • Who can delete missions

  • Who can see all team missions

  • Mission settings and fields
     

• Team members see only permitted missions
  
  
  
   

  API & Integration Support
   

  The Missions Module supports API integration, allowing external systems and mobile apps to:
   

• Create missions programmatically

• Update mission status

• This enables automation, integrations, and advanced workflows.
  
  
   

  - Who Should Use This Module
   

• Team members managing daily tasks

• Project managers

• Sales and operations teams

• Support and service teams

• Any organization working with tasks and deadlines
  
  
  
   

  The Missions Module helps teams stay organized, focused, and productive by managing tasks in one centralized system.
   

  It improves:
   

• Task visibility

• Team accountability

• Workflow efficiency

• On-time delivery