Product Description
If you are assigning tasks manually, it can make your team vulnerable to committing mistakes. There are some cases where you need to assign a set of same tasks to different people. And doing this manually over and over again will consume a lot of unnecessary time. We have developed a solution called “SuiteCRM Task Router” to help you in this situation. The ability to auto-assign tasks increases your speed and efficiency. You can assign the pre-built set of tasks to anyone as soon as they are ready. This approach will help eliminate waiting time and prevent reworking since you’ve already created the task templates.
📌 Real-life Example:
A digital agency has a standardized onboarding process for every new client. This process includes tasks like setting up the CRM profile, designing a welcome email, scheduling an intro call, and assigning a dedicated account manager. Earlier, the project manager had to manually create and assign these same tasks to different team members every time a new client came in—leading to delays and occasional errors.
After implementing the SuiteCRM Task Router, the agency created a task template with all the onboarding steps. Now, whenever a new client is added, the system automatically assigns these tasks to the appropriate team members instantly—saving time, ensuring consistency, and improving client satisfaction from day one.
✅ Key Benefits of SuiteCRM Task Router:
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Automates Task Assignment: No more manual task creation—assign pre-built task sets instantly.
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Boosts Team Efficiency: Helps your team focus on execution instead of repetitive admin work.
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Reduces Human Error: Standardized templates minimize the chance of skipping or misassigning tasks.
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Saves Time: Speeds up the workflow by eliminating repetitive manual actions.
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Enhances Workflow Consistency: Ensures every client or project follows the same high-quality process.
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Improves Collaboration: Everyone knows what to do and when—reducing confusion and overlap.
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Scales Easily: Ideal for growing teams that need a repeatable process for task delegation.
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Flexible Assignment: Tasks can be routed to individuals or teams based on predefined criteria.
Features of SuiteCRM Task Router
- Create Tasks Templates: Using this plugin, you can create multiple sets of tasks for various workflows. This allows you to group related tasks once and use them over and over again.
- Assign Task Templates: From the sub-panel of the record, you can assign these task templates to anyone and all tasks within a template will get assigned to the record.
- Select Task Deadline: While creating tasks, you can swiftly select the deadline like within 30 mins, 1 hour, a day, etc.
- Use with Any Module: The plugin can be used with any module of SuiteCRM. You just simply need to choose the group task template from the sub-panel.
- Check Task’s Status and Priority: You can also check the priority and status of each task directly in the sub-panel.
- Avoid Repetition, Save Time: No need to recreate similar tasks. Use predefined templates to save time and ensure consistency.
- Boosts Workflow Efficiency: Automates routine task assignments so your team can focus on more important responsibilities.
- Customizable for Different Departments: Create templates specific to teams like sales, support, or development for better task alignment.
- Real-Time Task Assignment: Tasks are instantly assigned to users once the template is selected, streamlining the workflow.
- Supports Collaborative Workflows: Ideal for teams working on shared records or projects, ensuring all steps are tracked.
- Built-In Flexibility: Modify task templates anytime to reflect changes in your processes without affecting past tasks.
- Easy Navigation and Control: A user-friendly sub-panel interface gives you quick access to template selection and task overview.
- Reduces Errors in Manual Task Creation: Eliminate chances of missing a task or assigning it incorrectly by using standardized templates.
Question? Look here.
What is the purpose of the SuiteCRM Task Router plugin?
The plugin helps automate task assignments by using pre-defined templates. It allows users to assign a set of tasks to individuals or teams instantly, eliminating the need for manual task creation.
Can I create custom task templates for different processes?
Yes, you can create multiple task templates for different workflows such as onboarding, follow-ups, project kick-offs, etc., and assign them automatically based on your needs.
How does the plugin improve team productivity?
By removing repetitive manual steps, Task Router ensures that tasks are assigned faster and more accurately—allowing your team to focus on execution rather than administration.
Is the plugin suitable for large teams with frequent task assignments?
Absolutely. Task Router is designed to scale. Whether you're managing a few tasks or hundreds per day, it ensures every task is routed consistently and efficiently.
What happens if a task in the template is not needed for a specific record?
You can easily edit or remove any auto-assigned tasks after they are generated. The system provides full flexibility to adapt tasks based on the situation.