Tasks

1. What This Page Is For

The Tasks page is the primary workspace for the customer relationship (CRM) team. It allows staff to select campaigns, distribute and assign customer follow-up tasks, log phone call outcomes, update task statuses, and reassign tasks individually or in batches.

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2. Before You Start

• Required Permissions:
  • You must have the 'CRM follow-ups' permission granted by an administrator to access this page.
  • To assign or reassign tasks, you must have the 'CRM assignments' permission.
  • To log call outcomes, you must have the 'Call log' permission.
• Things to Prepare:
  • A CRM campaign in Follow-up > Campaigns must already be created and in Active status.
  • Qualified customer candidate lists or assigned staff ready to handle calls.

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3. Screen Layout

This page provides two distinct views:

1. Campaign Selection View (When no campaign is selected)

1. Header: Displays the title CRM Task Assignments, subtitle, and the Assign Tasks button.
2. Campaign Search Toolbar: Search box for campaign titles, along with search and clear buttons.
3. Campaign Table: Lists all campaigns with their Waiting (orange badge) and Assigned counters, and a View Assignments button to enter that campaign's task list.

2. Task Assignments View (When a campaign is selected)

1. Header: Features breadcrumb navigation, active campaign name, duration, waiting count, staff goals, and a Back to All Campaigns button.
2. Search & Filters: Search box for username, phone, or ID, Search button, and Advanced filter toggle for status, type, and due dates.
3. Task Assignments Table: Displays assignment date, player info, task type, assigned staff, recovered deposit, task status, latest call outcome, due date, and row actions.
4. Batch Reassign Floating Bar: A floating bottom bar that appears when selecting one or more rows.
5. Pagination Bar: Located at the bottom of the table to switch pages and change rows per page.

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4. Search and Filters

Field / Filter	Type	How to Use	Result
Search player username / phone / ID...	Text input	Type a player username, phone number, or ID and click Search or press Enter	Filters tasks matching the search keyword
Advanced	Button	Click Advanced to expand or collapse filter fields	Opens filter dropdowns for status, type, and due date
Task Status	Dropdown	Choose from: All Statuses, Pending, Contacting, Won, Lost, or No Answer	Filters tasks by the selected status
Task Type	Dropdown	Choose from: All Types, Welcome, Win-back, or Priority VIP	Filters tasks by task classification
Due Date Range	Date range picker	Select start and end due dates	Filters tasks with deadlines within that period
Clear all	Button	Click Clear all or the X on active filter chips	Resets all search terms and filters back to defaults
Refresh	Icon button	Click the circular arrow icon above the table	Instantly reloads the latest task records

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5. Data Table

All Columns in the Task Table

Column	What You See	Meaning	Color Badges / Icons
Selection Checkbox	Checkbox icon	Selects the task for batch reassignment	Only open tasks (Pending or Contacting) can be checked
Assigned At	Date and time, e.g. Oct 21, 2026 09:15:00	When this task was assigned to staff	Black/white text
Player	Player username and phone number or ID	Account details of the customer to contact	Bold username, gray phone/ID
Task Type	Task classification badge	Target category of the follow-up	Pink (Welcome), Purple (Win-back), Orange (Priority VIP), Gray (General)
Assigned Staff	Staff name and username, e.g. Somchai (@somchai)	The CRM staff member handling this case	Black/white text
Recovered Deposit	Amount figure, e.g. ฿15,000 (Base ฿500)	Deposit made by the customer after task began, compared to baseline	Bold green text
Task Status	Current status badge	Progress of the follow-up task	Yellow (Pending), Blue (Contacting), Green (Won), Red (Lost), Gray (No Answer)
Call Outcome	Latest outcome badge and note preview	Result of the most recent phone call	Green (Answered), Gray (No Answer), Orange (Busy), Red (Wrong Number / Not Interested), Blue (Callback), Teal/Green (Deposited)
Due Date	Deadline timestamp, e.g. Oct 22, 2026 18:00	Target time to complete contact	Orange text
Actions	Action buttons at the end of each row	Commands to work on that task	See action buttons table below

Action Buttons in Each Row

Button	Icon / Color	What Happens When Pressed	Conditions / Notes
Favorite star	Star icon / Yellow	Pins this task to the top of the table	Click again to unpin
Log call	Phone icon / Green	Opens the Log Phone Call dialog to record call notes and update status	Disabled if task is already closed (Lost or Won)
Reassign	User check icon / Blue	Opens the Reassign Task dialog to transfer this task to another staff member	Disabled if task is already closed

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6. Step-by-Step Guide

1. Selecting a Campaign to View Tasks

1. Go to Follow-up > Tasks in the left sidebar menu.
2. In the campaign overview table, check the number of players in the Waiting column (orange badge).
3. Click the eye icon (View Assignments) on the campaign you want to work on. The page will open that campaign's task list.

2. Assigning Tasks to Staff

1. Click the Assign Tasks button in the top-right corner to open the assignment modal.
2. Choose one of the 3 candidate selection modes:
   • Batch Mode: Select player candidate tags (All, Long Inactive, Short Inactive, VIP, Unfunded), then check player cards or click Select All (up to 1,000 players per batch).
   • Single Mode: Type a player username in the search box, pick the player, select the staff member, and choose the task type.
   • Custom Filter Mode: Define your own filters (inactivity days, new signup, deposit history), click search, and click + Add to append players.
3. Under assignment settings, configure:
   • Task Type: Select Welcome, Win-back, or Priority VIP.
   • Due Date: Select the deadline date.
   • Assignment Mode:
     • Distribute to Team: Automatically spreads tasks across the team (prioritizes previous owners and lowest workload). You can distribute to all staff or pick specific team members.
     • Assign to Single Staff: Assigns all selected tasks to one chosen staff member.
4. Click Assign Task (or Assign Tasks).
5. The system displays a summary of successful assignments and skipped players (if they already had an open task).

3. Logging Phone Call Outcomes

1. In the task table, click the phone icon (Log call) for the customer you contacted.
2. In the Log Phone Call dialog:
   • Select the Call Outcome: e.g. Answered, No Answer, Busy, Wrong Number, Callback, Not Interested, or Deposited.
   • Select Update Task Status (Optional): Keep current status (auto-updates to Contacting), set to No Answer, or set to Lost - Not Interested/Cannot Reach.
   • Enter call details or offers made in the Note text area.
3. Click Log Call.
4. The task status and outcome update immediately in the table.

4. Reassigning a Single Task

1. Click the user check icon (Reassign) in the row of the task you want to transfer.
2. In the dialog, select or search for the new staff member.
3. Click Reassign.
4. The task is transferred to the new staff member immediately.

5. Batch Reassigning Multiple Tasks

1. Check the boxes next to the tasks you want to reassign (only open tasks in Pending or Contacting can be selected).
2. A dark floating bar will appear at the bottom of the screen showing the selected count.
3. Click Reassign ... selected tasks.
4. In the batch dialog, choose Assign Task or Assign to Single Staff, and select the destination staff.
5. Click confirm. The system will reassign all selected tasks and clear your selections.

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7. Edit or Add Form

The task assignment dialog provides 3 operational modes:

Form Fields in Task Assignment Dialog

Field	Required?	What to Enter	Example	Constraints
Select Players (Batch Mode)	Required	Check player cards from the qualified list	Select 50 players	Up to 1,000 players per batch
Search Player (Single Mode)	Required	Search and select a customer username or phone	player01	Must be an existing player
Assigned Staff (Single Mode)	Required	Select the staff member to handle the task	Somchai (@somchai)	Exactly 1 staff member
Task Type	Required	Select follow-up classification	Welcome, Win-back, Priority VIP	Exactly 1 type
Due Date	Required	Deadline date for task completion	2026-10-25	Current date or future date
Assignment Mode (Batch Mode)	Required	Choose distribution method	Distribute to Team or Assign to Single Staff	If single, must specify staff
Sub-team Staff Selection	Optional	Select specific staff members to share tasks	Check 3 staff members	If empty, distributes to entire team

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8. Popups and Modals

1. Assign Tasks Dialog

• Triggered by: Clicking Assign Tasks in the top-right corner.
• What is inside: Mode switcher (Batch, Single, Custom), player candidate cards with tag badges, task type dropdown, due date picker, and distribution controls.
• What to do: Select players, choose task type and deadline, and click Assign Task or Assign Tasks.
• Result: Generates follow-up tasks and distributes them to staff.

2. Log Phone Call Dialog

• Triggered by: Clicking the phone icon (Log call) in a task row.
• What is inside: Customer info, latest call record, call outcome dropdown, status update selector, and note text area.
• What to do: Select outcome, write call notes, and click Log Call.
• Result: Updates task status, saves call history, and closes dialog.

3. Reassign Task Dialog

• Triggered by: Clicking the user check icon (Reassign) in a task row.
• What is inside: Player name, current staff owner, searchable new staff dropdown, and Reassign button.
• What to do: Select the new staff member and click Reassign.
• Result: Reassigns the task to the selected staff member.

4. Batch Reassign Dialog

• Triggered by: Clicking Reassign ... selected tasks on the floating bottom action bar.
• What is inside: Selected task count, mode selector (distribute vs single), staff selection, and confirm button.
• What to do: Choose distribution mode and destination staff, then confirm.
• Result: Reassigns all selected tasks and displays a batch result summary.

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9. Statuses and Color Badges

Task Statuses

Status Badge	Badge Color	Meaning	Next Action
Pending	Yellow	Task has been assigned but no call has been logged yet	Staff should click Log Call to begin follow-up
Contacting	Blue	Staff member is actively contacting and following up	Continue communication until customer deposits or case closes
Won	Green	Customer deposited during follow-up; recovered amount calculated	Task is successfully completed; no further action needed
No Answer	Gray	Call attempted but customer did not answer	Attempt calling again at a more convenient time
Lost	Red	Case closed (wrong number, customer declined, or unreachable)	Task is finalized; cannot be edited or called again

Task Types

Type Badge	Badge Color	Meaning
Welcome	Pink	Welcome call for new signups or first deposits (strict SLA, e.g. 24 hours)
Win-back	Purple	Follow-up for previously active players who stopped depositing
Priority VIP	Orange	High-value VIP players with substantial deposits or high frequency
General	Gray	General follow-up tasks without specific classification

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10. Frequently Asked Questions / Basic Troubleshooting

• If batch assignment says "Skipped (Existing Task)":
  • The system prevents redundant workload. If a customer already has an active open task (Pending or Contacting), the system automatically skips assigning them again.
• If the selection checkbox or call button is disabled:
  • Tasks that are already finalized (Lost or Won) cannot be selected for reassignment or called. Furthermore, if the campaign duration has ended, all tasks become view-only.
• If you need to assign more than 1,000 players:
  • The system limits candidate selection to 1,000 players per batch to maintain fast processing speeds. If you have more players, perform the assignment in multiple batches.
• If you want to view a different campaign:
  • Click Back to All Campaigns in the top-right corner or click the breadcrumb link to return to the campaign overview list.