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Master Task Management with SmartCRM by Growbeint: A Complete Guide to Priorities & Labels
Do you ever feel like your task list is trying to drown you and you have no idea which one you should tackle first? You are definitely not the only one. The juggling of multiple projects, staff, clients, and deadlines can very fast become a nightmare of your time and energy—especially when you are under the impression that everything is of the utmost urgency.
This is the point where SmartCRM by Growbeint with its user-friendly task priorities and labels system comes. The features of this instrument can essentially change the manner you organize your work by simplifying your workflow and thus, making you stress-free.
We will look through how smart task organization tools of SmartCRM can influence the way your team works and the team can work.
What Are Task Priorities and Labels?
It would be good to know these two things that advanced strategies use inside SmartCRM before one actually plunges into the strategies.
✔ Task Priorities
Task priorities are the means through which you show the tasks that are to be done first. Imagine them as your internal compass. What to do next is no longer a guessing game; priorities lead you to the most urgent and impactful tasks.
✔ Labels
Labels are akin to the digital versions of the sticky notes. They help you classify your tasks visually and in an easy manner. Categorizing tasks by department, client, project, or status-labels are the ones that if you want, assist you in finding things fast and in keeping everything tidy and orderly.
Enabling the use of priorities together with labels converts a disorderly task list into one with a focused flow of work that is easy to manage.
Alt Text for Image: The SmartCRM task dashboard demonstrates the priority levels attached to activities and depicts a project organization through the color-coded labels.
Why Task Priorities Matter in Your CRM
The Cost of Poor Task Management
Let us face it: In a situation when everything is a priority, nothing is really a priority. The absence of a well-organized system causes:
Deadlines to be missed
Tasks with high impact to be forgotten under the pile of low ones
Teams wasting their time in discussions about what they should be doing next when working, and so on
Productivity to slow down
Stress to increase
Research has proved that businesses which focus on high-potential tasks and opportunities first are the ones to experience a substantial rise in both their productivity and revenues. The idea is not to work harder but smarter.
Benefits of Using SmartCRM’s Priority System
An individual employing correctly the SmartCRM priority system is to enjoy the following characteristics:
Targeting with a laser beam: Everyone is well aware of the issue demanding their attention first.
Continuity in deadlines: No more last-minute chaotic work.
Stress relief: Thinking less and doing more.
Higher productivity: Better utilization of the time and energy.
More efficient delegation: Managers should be given the authority to delegate the most pressing tasks to the most suitable people in an instant manner.
How Task Priorities Work in SmartCRM
SmartCRM by Growbenh keeps task prioritization to the point and very easy.
Priority Levels Explained
Typically, a team can distinguish four main priority levels within the SmartCRM:
Urgent: Something that should be taken care of within the same day
High Priority: Very important and critical tasks
Medium Priority: Tasks that are still important but can be easily managed
Low Priority: It is a task that, if necessary, can be put off for later
How to Set Priorities
The user should – Access a task – Open the priority menu – Choose the priority – Make the change permanent
Within moments, your SmartCRM platform will be changed in the most visually scan-able way by color-coded versions that it will have automatically applied.
Image Alt Text: SmartCRM interface demonstrating an action of assigning priority levels to tasks using the dropdown menu.
Smart Priority Management Tips
Implement this expert formula (derived from the Eisenhower Matrix) to manage your work in an optimal way:
Urgent + High Priority: Do immediately
High Priority + Not Urgent: Schedule
Urgent + Low Priority: Delegate
Low Priority + Not Urgent: Consider dropping
There are also some additional tips:
Do not very often set the highest level of priority for your tasks.
Check the priorities on a weekly basis.
Communicate clearly with your team.
The Power of Labels in SmartCRM
While priorities inform you of the time a task has to be done, labels describe the task itself.
What Labels Can Do for You
It is extremely adaptable of labels. They can be utilized in different areas such as:
By Department
Sales
Marketing
Support
Development
By Project
Website Redesign
Product Launch
Client Onboarding
By Status
In Progress
Blocked
Waiting for Approval
By Client Type
VIP
New Lead
Prospect
Creating Custom Labels in SmartCRM
Navigate to Settings
Click Labels/Tags
Select Add New Label
Fill in the name & color
Apply to tasks
Pro Tip: Use the same color pattern throughout the organization. For instance:
🔴 Red = Urgent Issues
🟢 Green = Completed
🔵 Blue = Internal Tasks
Combining Priorities & Labels for Maximum Efficiency
This is the point where SmartCRM becomes immensely powerful.
Real-World Example
Task: Create social media content for the product launch
Priority: High
Labels: Marketing, Q1 Launch, Content Creation
Assigned to: Sarah
Due: Friday
What does this one single task communicate? First of all, it shows:
urgency
responsible team member
project type
department
Sarah is able to filter her dashboard instantly in order to find out the following:
High Priority
Marketing
Q1 Launch
This totally removes the possibility of misunderstanding and it helps her to be more productive as she is able to accomplish her tasks faster and better.
Filtering and Sorting in SmartCRM
With SmartCRM you can filter your tasks in terms of:
Priority
Label
Team Member
Due Date
Status
That might be in the form of:
This Week – High Priority Tasks
My Marketing Tasks
Urgent + Sales + Due today
It is a great way to stay organized during your busy times.
Best Practices for Task Organization in SmartCRM
Do you want to utilize SmartCRM to the fullest extent possible? Then you ought to adopt these indispensable habits:
- Set Clear Priority Rules
Agree on what constitutes an emergency or a high-priority task.
- Use Labels Consistently
Do not overuse labels. Limit yourself to 10–15 essential labels.
- Hold Regular Review Meetings
Task reviews on a weekly basis will help you stay in tune with each other and informed.
- Use SmartCRM Automations
Allow SmartCRM to:
automate reminders
default priorities
auto-labeling
workflow triggers
- Track Time on Tasks
The time tracker in SmartCRM will let you know the real time the task took versus the estimated time.
Image Alt Text: The time tracker in SmartCRM showing the number of hours spent on various high priority tasks.
Common Mistakes to Avoid
❌ Mistake 1: Making Everything Urgent
This breaks up the whole priority system.
❌ Mistake 2: Having Too Many Labels
Keep your labels easy, tidy, and understandable.
❌ Mistake 3: Not Updating Tasks
Changes in priorities—your dashboard should change as well.
❌ Mistake 4: Poor Team Training
Giving your team members clear instructions is a must if you want them to use the system properly.
❌ Mistake 5: Ignoring Dependencies
There are some tasks that are dependent on others. Consider this while making your plans.
Advanced Tips for SmartCRM Power Users
Are you aiming for the highest level of organization? Then you might want to consider these:
Construct priority-based workflows
Employ multi-label combinations
Develop detailed reports
Connect SmartCRM with email, calendar, or project tools
Use SmartCRM analytics to spot the trends
Measuring Success with SmartCRM
Keep an eye on the following metrics:
The rate of task completion
Deadlines you fail to meet
Productivity levels
Time to completion
Team satisfaction
Continuously work on your process with the help of SmartCRM’s in-built analytics.
Getting Started with SmartCRM Today
Here is your concise onboarding checklist:
Enroll for SmartCRM
Add projects & your team
Come up with your priority framework
Build your core label set
Import existing tasks
Train your team
Start organizing
Review & refine weekly
